FINANCIAL NEWS

‘Home is my Pension’ generation

People using property to support their retirement lifestyle

The significant increase in property prices in recent years has likely shifted many people’s expectations about the role property wealth will eventually play in supporting their retirement. With people spending longer in retirement, one of the challenges that many need to overcome is how to fund it and how to meet the financial demands they may face in later life, such as the cost of long-term care.
Continue reading “‘Home is my Pension’ generation”

Developing a robust retirement plan

How much it will cost and how you are going to pay for it?

People planning for retirement should think hard about what they want to do when they eventually stop work. It is helpful to have a good idea of the lifestyle you want, how much it will cost and how you are going to pay for it.
Continue reading “Developing a robust retirement plan”

Safeguarding your pension

Providing an income for your loved ones to enjoy, long after you are gone

If you’ve spent a lifetime saving for retirement, you’d probably like any remaining money to go to a loved one after your death. But whether pension benefits are payable to a beneficiary, and how they’ll receive them, is dependent on the type of pension you’ve chosen and how you’ve accessed it in your retirement.
Continue reading “Safeguarding your pension”

Is retirement the right choice for you?

General guidelines that can help you determine whether you’re ready to retire

One of the most difficult decisions you’ll ever have to make is when to retire. It’s a personal choice that depends on many factors, both financial and non-financial. There’s no single right answer, but there are some key things to consider that can help you decide if retirement is the right choice for you.
Continue reading “Is retirement the right choice for you?”

Beat the pension scammers

Once the money is gone, it’s almost impossible to get it back

Your pension is one of your most valuable assets, and for many it offers financial security throughout retirement and the rest of their lives. But, like anything valuable, your pension can become the target for illegal activities, scams or inappropriate and high-risk investments
Continue reading “Beat the pension scammers”

Make retirement the best years of your life

Take control of your finances – 10 tips to enjoy the retirement you want

Continue reading “Make retirement the best years of your life”

Self-employed extremely vulnerable to loss of income

81% aren’t seeking financial advice

Self-employed people are at risk of financial hardship if they don’t have sufficient provision in place. Without a regular income, it can be difficult to cover expenses and also save for the future. In many cases, the self-employed are unable to claim for many of the benefits that employees are entitled to, including statutory sick pay.
Continue reading “Self-employed extremely vulnerable to loss of income”

Inheritance Tax receipts reach £6.1bn

What if I could make my wealth more tax-efficient?

We all want to leave a legacy and make sure the ones we care about most are well taken care of when we’re gone. That’s why making plans for Inheritance Tax is so important, to have confidence that your children, grandchildren and those you hold dearest will be taken care of long into the future.
Continue reading “Inheritance Tax receipts reach £6.1bn”

Great wealth transfer

Preparing both ‘the family’ and ‘the money’ for the transition of wealth to the next generation

If you want to pass wealth on to your children and grandchildren, it’s wise to contemplate when it might be best to make that gift. Should you transfer wealth during your lifetime—or after?
Continue reading “Great wealth transfer”

Putting life on hold

Cost-of-living crisis delays homeownership, having children and retirement

Rising living costs have been so significant in recent months that most UK households will have noticed a squeeze on their monthly budgets. Not only does this have a direct impact on people’s lifestyles, even though they are making every effort to cut back, but it has a knock-on effect on their lifelong goals such as owning a home or retiring comfortably.
Continue reading “Putting life on hold”

Contact us

D O'Kane Financial Services Ltd
137 High Street
Gorleston, Great Yarmouth
Norfolk NR31 6QX

t: 01493 604646
e: info@dokanefinancialservices.co.uk

Regulatory information

D O'Kane Financial Services Limited is authorised and regulated by the Financial Conduct Authority. FCA financial services reg no. 623871.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on their website at www.financial-ombudsman.org.uk.

Registered Office Address: 137 High Street, Gorleston, Great Yarmouth, Norfolk NR31 6QX. Company Registration Number: 08932631.