Milestone Wealth

Milestone Wealth Milestone is an Independent Financial Advisers. This page has been created to give you some help and

People between the age of 45 and 70 are being urged to check if they are able to boost their state pension.Until April 5...
16/02/2023

People between the age of 45 and 70 are being urged to check if they are able to boost their state pension.

Until April 5, 2023, workers looking to top up their state pension payments can go back as far as 16 years, which is particularly useful for those near state pension age.

But after this date, you will only be able to go back six years.

HOUSEHOLDS are being warned to carry out an easy pension check which could turn £800 into more than £5,000. People between the age of 45 and 70 are being urged to check if they are able to boost th…

Are you or do you know someone that is above State Pension age and on a low income? Pension Credit is designed to help w...
07/06/2022

Are you or do you know someone that is above State Pension age and on a low income?

Pension Credit is designed to help with daily living costs for people over State Pension age and on a low income. It tops up a person’s income to a minimum of £182.60 per week for single pensioners and £278.70 for couples in the current tax year.

Learn More -

Pension Credit is extra money for pensioners to bring your weekly income up to a minimum amount - what you'll get, apply, eligibility

Virtual meetings are the new normal, and screen sharing scams are rising. Protect yourself and others by knowing about s...
11/05/2022

Virtual meetings are the new normal, and screen sharing scams are rising. Protect yourself and others by knowing about screen sharing scams.

New report claims fraudsters are using screen-sharing tools to gain victims' trust and then steal money.

Retirement Income - Figures from the Financial Conduct Authority revealed that 53% of Guaranteed Income for Life (GIfL) ...
30/03/2022

Retirement Income - Figures from the Financial Conduct Authority revealed that 53% of Guaranteed Income for Life (GIfL) plans purchased in 2020/21 were sold by pension companies to their existing customers.

Analysis shows that a 65 year old in reasonable health with an average GIfL purchase of £68,000 would miss out on £490 a year extra income by accepting the lowest offer compared to the best offer – equal to £12,250 over 25 years.

Retirees are missing out on thousands of pounds of retirement income, despite rules designed to encourage people to shop around and switch provider. Figures from the Financial Conduct Authority revealed that 53% of Guaranteed Income for Life (GIfL) plans purchased in 2020/21 were sold by pension com...

Two million couples are not taking full advantage of the Marriage Allowance. This form of tax relief allows you to trans...
25/08/2021

Two million couples are not taking full advantage of the Marriage Allowance. This form of tax relief allows you to transfer 10%, currently £1,260, of your personal allowance to your husband, wife or civil partner, which could save you up to £252 in tax each tax year you qualify. It only takes around ten minutes to apply and it won’t cost you anything.

Marriage Allowance is a tax relief that allows you to transfer 10% of your personal allowance to your husband, wife or civil partner, which could save you up to £252 in tax each tax year you qualify.

Your State Pension is likely to be a crucial part of your income in retirement, helping you to maintain your financial s...
16/04/2021

Your State Pension is likely to be a crucial part of your income in retirement, helping you to maintain your financial security. But so many people we speak to have never even checked their State Pension. So, in this blog, we uncover the main features of the State Pension and how to get your forecast, so you’re better prepared for your retirement.

Your State Pension is likely to be a crucial part of your income in retirement, helping you to maintain your financial security. But so many people we speak to

Many women may be missing out on their true state pension entitlement.Although the Department of Work & Pensions have sa...
19/02/2021

Many women may be missing out on their true state pension entitlement.

Although the Department of Work & Pensions have said that they will be checking back through their records to ensure certain categories of women are receiving their correct entitlements, Steve Webb, former Pensions Minister, has tabled a petition calling for a broader search of records to find all eligible women – you can add your signature using the following link:

The DWP is checking its records to find women whose state pensions have been underpaid, but there are concerns these checks may not cover widows, older married women and the over 80s who may have be underpaid. DWP's search of its records must be comprehensive.

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