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Investment Line: Market Update - September 2019
Investment Line is a regular investment bulletin produced by Mattioli Woods plc. The communication provides an update on funds, highlights some of the areas we are ...
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Employee Benefits Insight Report 2018
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Employee Benefits Insight Report
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How can British expats in the EU (either already there or those who want to move) plan for their health insurance after Brexit?
There are an estimated 1.3 million British citizens living in EU countries. By far the biggest community is in Spain with just under 310,000, followed by Ireland at 280,000 and France at 180,000.¹So how will these ...
Why employers who lessen employee's personal issues outside work boost productivity at work
It’s not so very long ago workers were expected to ‘clock in’ for work each day and at the same time leave their personal life at the factory/office door. Personal issues were not supposed to ...
Funding Retirement From Multiple Sources
Using all available tax allowances is key to maximising tax efficiency in retirement.Pensions are the most popular method of saving for retirement whether that be via employment or a personal arrangement. Contributions attract tax relief and ...
Inheritance Tax and Business Relief
They do say that there are three things that are certain in life: death, taxes and change. You can’t avoid change (although the debate is still open regarding progress), and while life can perhaps be extended ...
Retirement Planning – how much will you actually need?
Over decades of working with families and individuals to build retirement strategies, we have come to understand that retirement planning can create opportunity and complexity in equal measure.We advise our clients to begin planning and organising ...
Money stress also affects high earners. Here's how to ensure all staff have good financial wellbeing
It is likely that, from time to time, we all experience some form of stress in our employment. We may be able to cope with this in the short term, however, if an employee has the ...
Will we see compulsion in employee wellbeing in the future?
In the past few years, the term ‘employee wellbeing’ has become a phrase almost as ubiquitous as ‘Brexit’! (I had to, didn’t I?!) A significant amount of both spoken and written word has been expended trying ...
What will pensions dashboards mean for employees in the future?
In its 2016 Budget, the Government said pension providers would soon be required to provide pension dashboards for their members. In theory, such dashboards would make it more straightforward for pension savers to see all their ...
Taking your pension at retirement: as simple as it appears?
Thanks to the flexible pension options introduced in 2015 by then Pension Minister Steve Webb, obtaining the type of retirement you want has never been more achievable.As I write this (things can change quickly when it ...
How do you encourage younger workers to engage with their pensions?
It’s a fantastic question, and one we shall – eventually – answer. However, it got us thinking: has anyone ever thought of looking outside of pensions to achieve such engagement? Therefore, for this piece, we have ...
Residential property portfolios: three ways to help with income tax planning
Some changes in legislation have left the buy-to-let sector not so appealing for those who once enjoyed its tax perks. So what can you advise your clients on this tricky subject? Wealth management consultant Jack Silk ...
How a client’s death in service policy could lead to further tax charges
In discussing lifetime allowances with clients, one particular policy may not have been covered yet – but it needs to be, writes wealth management consultant Chetan Mistry… Believe it or not, many employees are at the ...
How to make company-wide benefits such as pensions appeal to individuals
With the increase in the minimum pension contributions for automatic enrolment from April 2019, it is important employers think about the value employees are attaching to this particular benefit. Employer contributions increase to at least 3% ...
Employee benefits in the UK: part 1 – pensions
The UK employee benefits market has never seen as much change as it has over the last few years. Compulsory employer pensions provision (which began in 2012 under the guise of automatic enrolment) has affected all ...
Big vs. small: keeping a reward strategy globally consistent while meeting local requirements
‘Rock-star’ scientist Brian Cox, when talking about the principles of quantum physics, said this: “Everything is connected to everything else.” Being a scientist rather than an historian, he might not have realised he was quoting Lenin, ...
Tax doctor: income tax mitigation ahead of tax year-end
Ryan and Emily are married couple in their early 30s, with two young children. Emily is an additional rate tax payer, while Ryan has no income. Historically they have been ‘savers’ rather than ‘spenders’ and have ...
Through the long winter nights, communication is key
Winter is my favourite time of the year. It may not seem an obvious choice, but the shift in balance of short days and long nights, especially following the festive season, always lifts my mood. ...
How do you know if a SIPP investment is suitable – what do you need to think about?
When looking at the suitability of investments, historically, most self-invested personal pension (SIPP) providers’ due diligence involves looking at compliance with pension scheme legislation. Therefore, they would be focusing on areas not suitable for SIPP investment ...
Pension freedoms: how to use reward to encourage over 50s to stay at work
Since pension freedoms were implemented in April 2015, members of defined contribution pension schemes have, in many cases, been able to flexibly access some or all their pension once they reached 55. This represented a huge ...
Maximising pension allowances
I have found it is becoming more and more common for clients to seek options for maximising their pension for retirement through additional contributions. As we know, the most you can personally pay into your pension (and ...