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Genuinely independent, fee-based financial advice

Ashton House Newsletters

Our quarterly newsletter providing expert business advice on many aspects of financial planning. These newsletters are intended to bring a few key topical issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in more depth, please contact us.

Ashton House Autumn Newsletter 2017

Newsletter Winter 2016

Thousands of people are transferring out of final salary pensions in order to get their hands on a potentially significant cash fund. Once the decision is made, however, it canít be reversed, so it is crucial to make sure you get the right advice.

"Setting sail on pensions transfers?"

Ashton House Spring Newsletter 2017

Newsletter Winter 2016

It's most likely not wise to transfer from a defined benefit pension (final salary), but wealthier clients may need to pay closer attention to inheritance tax and income tax planning

"The benefits of transfers?"

Ashton House Winter Newsletter 2016

Newsletter Winter 2016

Residential property beats pensions as an investment for retirement planning, according to the Bank of Englandís Chief Economist. But is he right??

"Does pension beat property?"

Ashton House Autumn Newsletter 2016

Newsletter Autumn 2016

The unexpected sometimes happens. The Brexit result, for example, came as a surprise to the bookies, pollsters and markets. On a personal level, how ready are you and your family for the unexpected?

"Planning for the unexpected"

Ashton House Spring Newsletter 2016

Newsletter Spring 2016

The single tier state pension starts life on 6 April 2016, but even the Pensions Minister has doubts about how much of it the public understands.

"The new state pension"

Ashton House Winter Newsletter 2015

Newsletter Spring 2015

Market volatility returned in August with more ups and downs expected if interest rates rise in the US and the UK. What should investors do? Here are some suggestions:

"Stay calm in turbulent investment markets"

Ashton House Autumn Newsletter 2015

Newsletter Spring 2015

The July Budget produced a raft of changes including cuts to the tune of £12 billion to the working age welfare bill.

"Time for a protection review?"

Ashton House Spring Newsletter 2015

Newsletter Spring 2015

Would you like to have up to £5,000 of savings income, free of tax, and also effectively increase your taxfree personal allowance to £11,660 (rather than the normal £10,600) in the coming tax year?

"Tax never stands still"