Making your wealth last during retirement. What you need to know

Retirement is the main ‘goal’ for many of our clients.  Once you get to a certain age, or point in your life, you ease yourself out of your career, and you prepare to enjoy some well-earned time doing whatever it is that you always planned to. Hopefully, you’ve been talking to your IFA all along, […]

Consolidating pension pots – why an IFA’s help is essential

Hannah Ripley is one of Talis IFA’s pensions specialists, and has helped many clients to maximise the benefits of their scattered pension pots by consolidating them. She explains the benefits of pension consolidation and why it’s important to ask an IFA for help. “A lot of the clients I help have pensions from multiple places […]

How tax relief can increase the size of your pension pot. Talis IFA answers some common questions.

We’re all familiar with the idea that the sooner you start saving for your pension, the better. A longer period of contributions, combined with the power of compound interest, make a big difference, even if you can only afford to save a small amount each month. One thing we often find ourselves explaining is how […]

Your 10-step roadmap to a comfortable retirement

What constitutes a comfortable retirement (and what finances need to be in place to support it) is different for everyone. Whether your plans include embarking on a round-the-world adventure or something a little closer to home, planning ahead and making smart decisions is crucial. Wherever you currently are in life, and no matter what level […]

Maximising your savings and investments in your 50s

You know how the saying goes; ‘life is what happens to you while you’re busy making other plans.’ One moment you’re in your 20s/30s, getting established in your career, perhaps building a business and focused on buying your first home, maybe starting a family…and retirement seems a long way off. But blink, and you’re looking […]

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