So many professional connections have commented on our weekly ENHANCED ANNUITY results that we have now decided to give you a running progress report. Last week we managed to secure an ADDITIONAL 30% income for life for a client. This increase was going to be difficult to better, but this week we got a client…
DetailsWe have to sadly announce the passing of Graham who passed peacefully and painlessly away on the 1st June 2013 with wife Betty and son Matthew by his side. Graham was a founding Partner of Petrie & Petrie. His wealth of experience and jovial nature will be sadly missed by all who knew him. Matthew…
DetailsTax relief and a tax free growth environment are powerful incentives to make a pension contribution at any time. Higher rate taxpayers using their full £50,000 pension annual allowance can convert a £20,000 tax bill into their own retirement savings. But, as the tax year end approaches, we’ve identified 10 good reasons to pay into…
DetailsThe FSA has announced it has carried out a mystery shopping exercise into the quality of investment advice of six major banks and building societies. As a result of the review, one firm has been referred to enforcement. The regulator says in response to the review firms have agreed to take immediate action including retraining…
DetailsWhen the state pension was introduced in 1909, the maximum payment was five shillings (25p) a week – the equivalent of about £20 today. Just over 500,000 old and poor people queued up to receive it. They had to be at least 70 years old, have an income of less than 12 shillings a week…
DetailsSchool children will start learning about tax, debt and money management in schools from September 2014. Compulsory education about personal finance issues has been included in the draft national curriculum for England for the first time. Topics including wages and financial risk will be taught in citizenship classes for 11 to 16-year-olds. They will also…
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