Education Centre

Alexander House Financial Services understands that different aspects of finance can be difficult to understand and quite daunting to say the least. Still, a comprehensive view of financial issues is imperative in order to best implement a solution. With that in mind, we’re proud to introduce AHFS’s Education Centre. Here, you’ll be able to download different types of fact sheets that provide a thorough understanding of important financial issues, and learn exactly when you may need to seek advice or implement strategic solutions. If you need further assistance, please visit our Smart Alex website and we will assist you promptly.

10-key-announcements-from-budget-2015

10 key announcements from Budget 2015

Which of these could impact on your financial plans, both positively and negatively?

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budget-2015-at-a-glance

Budget 2015 at a glance

What the Chancellor had to say

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budget-2015

Budget 2015

Income tax and National Insurance allowances

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help-to-buy-isa

Help to Buy ISA

25% boost for those saving towards a deposit to buy their first home

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individual-savings-accounts

Individual Savings Accounts

Rules change for savers withdrawing tax-efficient money

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personal-savings-allowance

Personal Savings Allowance

Taking over 90% of taxpayers out of paying tax on interest from savings

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self-assessment-tax-returns-abolished

Self-assessment tax returns abolished

Move towards new online digital tax account

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income-tax-personal-allowance

Income Tax Personal Allowance

Increased announced to £11,000 from April 2017

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pensions-lifetime-allowance

Pensions Lifetime Allowance

Reduction announced from April 2016 to £1m

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inheritance-tax

Inheritance Tax

Deed of variation review to ensure they do not foster tax avoidance

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annuities

Annuities

Further pensions freedom plans extended to secondary market

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venture-capital-trusts

Venture Capital Trusts and Enterprise Investment Schemes

Further alterations to the rules on the plans, which invest in small, private up-and-coming companies

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pension-freedoms

Pension freedoms – what could they mean to you?

Accessing your pension safely, without unnecessary costs and a potential tax bill

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midlife-crisis

‘Midlife crisis’

Baby boomers are some of the least prepared for retirement

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pensions-freedom

Pensions freedom

Your questions answered

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maximising-your-income-levels-in-retirement

Maximising your income levels in retirement

Why having a target in mind clearly makes a difference to fund this stage of your life

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with_great_freedom_comes_great_responsibility

With great freedom comes great responsibility

Savers positive about pension reforms but concerned about scams

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question-time

Question time

Why planning for your future retirement requires answers

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gender-disparity

Gender disparity

Funding a post-work life will be difficult without sufficient planning

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new-pension-landscape

New pension landscape

Are you ready for the responsibilities of being in complete control over all of your money?

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pension-consolidation

Pension consolidation

Bringing all of your separate pension plans together into one single pension pot

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influencing-factors-to-managing-your-future-wealth

Influencing factors to managing your future wealth

When was the last time you revisited your investment goals?

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trading-place

Trading places

It’s not just about picking investments wisely, it’s holding them in the best place

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asset-classes

Asset classes

Putting together an investment portfolio

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new-individual-savings-accounts

New Individual Savings Accounts

A NISA way to grow your tax-efficient wealth

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investment-risk

Investment risk

Reducing the overall level of exposure

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whatís-in-your-basket

What’s in your basket?

Diversifying your assets helps spread risk by lessening the potential for losses

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pooled-investments

Pooled investments

Choosing a broad spread of instruments in which to invest

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save-smart-and-make-your-existing-money-grow

Save smart and make your existing money grow

5 tips to help you be more confident about your financial future

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unit-trusts

Unit trusts

Participating in a wider range of investments

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investing-for-income

Investing for income

Choosing your appetite to risk

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achieving-financial-success

Achieving financial success

Tips to get your finances on track

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do-you-know-your-inheritance-tax-numbers

Do you know your Inheritance Tax numbers?

How to shelter your assets from unnecessary tax

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inheritance-tax3

Inheritance Tax

One of life’s unpleasant facts

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meet-the-full-nesters

Meet the Full Nesters

Providing financial support for adult offspring – what are the implications?

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nation-of-savers

Nation of savers

Year-on-year rise in the number of long-term savers

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getting-more-financially-savvy

Getting more financially savvy

Sorting out finances high on most people's list

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financial-fibbing

Financial fibbing

Telling ‘white lies’ about our money and salary

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safeguarding-your-familyís-lifestyle

Safeguarding your family’s lifestyle

The numbers show a significant protection gap exists for families in the UK

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pensions-and-divorce

Pensions and Divorce

How to protect your financial position during a divorce

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