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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

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

10 key announcements from Budget 2015

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Budget 2015 at a glance

What the Chancellor had to say

Budget 2015 at a glance

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Budget 2015

Income tax and National Insurance allowances

Budget 2015

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Help to Buy ISA

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

Help to Buy ISA

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Individual Savings Accounts

Rules change for savers withdrawing tax-efficient money

Individual Savings Accounts

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Personal Savings Allowance

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

Personal Savings Allowance

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Self-assessment tax returns abolished

Move towards new online digital tax account

Self-assessment tax returns abolished

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Income Tax Personal Allowance

Increased announced to £11,000 from April 2017

Income Tax Personal Allowance

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Pensions Lifetime Allowance

Reduction announced from April 2016 to £1m

Pensions Lifetime Allowance

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Inheritance Tax

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

Inheritance Tax

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Annuities

Further pensions freedom plans extended to secondary market

Annuities

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Venture Capital Trusts and Enterprise Investment Schemes

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

Venture Capital Trusts and Enterprise Investment Schemes

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Pension freedoms – what could they mean to you?

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

Pension freedoms – what could they mean to you?

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‘Midlife crisis’

Baby boomers are some of the least prepared for retirement

‘Midlife crisis’

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Pensions freedom

Your questions answered

Pensions freedom

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Maximising your income levels in retirement

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

Maximising your income levels in retirement

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With great freedom comes great responsibility

Savers positive about pension reforms but concerned about scams

With great freedom comes great responsibility

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Question time

Why planning for your future retirement requires answers

Question time

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Gender disparity

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

Gender disparity

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New pension landscape

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

New pension landscape

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Pension consolidation

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

Pension consolidation

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Influencing factors to managing your future wealth

When was the last time you revisited your investment goals?

Influencing factors to managing your future wealth

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Trading places

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

Trading places

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Asset classes

Putting together an investment portfolio

Asset classes

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New Individual Savings Accounts

A NISA way to grow your tax-efficient wealth

New Individual Savings Accounts

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Investment risk

Reducing the overall level of exposure

Investment risk

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What’s in your basket?

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

What’s in your basket?

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Pooled investments

Choosing a broad spread of instruments in which to invest

Pooled investments

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Save smart and make your existing money grow

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

Save smart and make your existing money grow

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Unit trusts

Participating in a wider range of investments

Unit trusts

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Investing for income

Choosing your appetite to risk

Investing for income

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Achieving financial success

Tips to get your finances on track

Achieving financial success

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Do you know your Inheritance Tax numbers?

How to shelter your assets from unnecessary tax

Do you know your Inheritance Tax numbers?

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Inheritance Tax

One of life’s unpleasant facts

Inheritance Tax

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Meet the Full Nesters

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

Meet the Full Nesters

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Nation of savers

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

Nation of savers

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Getting more financially savvy

Sorting out finances high on most people's list

Getting more financially savvy

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Financial fibbing

Telling ‘white lies’ about our money and salary

Financial fibbing

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Safeguarding your family’s lifestyle

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

Safeguarding your family’s lifestyle

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Pensions and Divorce

How to protect your financial position during a divorce

Pensions and Divorce

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Registered in England & Wales, 3rd Floor, 1 Ashley Road, Altrincham, Cheshire WA14 2DT, Registered Number: 08350734

Alexander House Financial Services Ltd is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register https://register.fca.org.uk/ under reference 497604.

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