What we think

Albert Goodman Financial Planning strengthens with key appointment

Albert Goodman is pleased to announce the appointment of Claire Musson to the Financial Planning team, based at the firm’s headquarters in Taunton. Bringing more than 30 years’ experience to the firm, Claire is a qualified Certified Financial Planner and has particular expertise in providing advice on complex pension issues, including final salary schemes and retirement… Read more

Financial Planning team celebrates success.

Albert Goodman Financial Planning, has been named in CityWire’s Top 100 Financial Advisors for 2016 – the only firm outside of the major regional cities to receive the accolade. CityWire’s Top 100 recognises the profitability of the firm, the qualifications of the staff and their commitment to the profession, as well as the development of… Read more

Why turning 75 could be bad for your wealth

Pension Freedoms: Why turning 75 could prove bad for your wealth

Although widely welcomed, both by those in the wealth management profession and the clients they advise, the recent raft of reforms to pensions (sometimes known as pension freedoms) have taken the UK pensions industry by surprise, with many still struggling to cope with the sheer volume and pace of change. Most financial commentators welcomed one… Read more

Pension Tax Regime

Pension Scam Awareness

National Scam Awareness Month July 2016 is National Scam Awareness Month, and with scamming on the rise this has never been more important. An increase in fraudsters targeting under 55’s in early pensions release scams is just one of a number of reasons why  police estimates  show that £13.2 million was lost to pensions liberation… Read more

ISA Changes

ISA Changes- Budget 2016

The Budget 2016, delivered by the Chancellor on March 16th,  included some significant changes to the current ISA structure.  The overall ISA subscription limit is being increased from £15,240 to £20,000 with effect from 6 April 2017. The Government has also announced a new Lifetime ISA for those aged between 18 and 40 which will become… Read more