Author Archives: HavenIFA

The Death Tax and how to avoid it (part 1)

Posted on May 17, 2012 by HavenIFA

Although it may seem morbid to think about your own death, having a financial plan in place for after you die is almost as important as having a financial plan when you’re alive.

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Drawdown Pension Plan Dilemma

Posted on April 19, 2012 by HavenIFA

Five years on from the peak of drawdown pension plans being written many clients are reluctant to continue with these plans and are looking for Haven IFA Ltd to investigate alternatives.

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Are you a company director paying for Life Assurance cover out of your income and not via your business?

Posted on March 28, 2012 by HavenIFA

Relevant Life Policies   Whether or not you currently have life assurance, now is the perfect time to review your situation and see if you would be better off with a Relevant Life Policy.

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Annuities at Retirement

Posted on March 2, 2012 by HavenIFA

In this day and age rampant inflation, increasing longevity, plummeting gilt yields and a myriad of choices facing today’s retirees combine in making the need for independent financial advice at retirement especially important.

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Auto Enrolment to National Employment Savings Trust

Posted on February 1, 2012 by HavenIFA

You may have started to hear adverts on the radio that Auto-Enrolment in to the National Employment Savings Trust (NEST) is about to be phased in for all employers (from October 2012) these major UK pension reforms will significantly impact employers’ … Continue reading →

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