With the Coronavirus lockdown starting to bite, the effects on physical and mental wellbeing may be starting to be felt; claustrophobia, loneliness or a general feeling of anxiety may be…
Category: Purpose
Read the latest news and thoughts from our Financial Planner, Andrew.
“Even sorrow has its silver lining, as the emotion that pours forth reminds us of our capacity to love, and to be loved.”― Rob Kozak, Finding Fatherhood With most of…
I was watching Trainspotting 2 the other day (if you were a fan of Danny Boyle’s first film from 1996 you’ll enjoy the sequel) and in it, Ewan McGregor’s character,…
Inheritance Tax Planning Basics Inheritance tax (IHT) is one of the more emotive taxes; when you have worked hard all your life and made sensible financial decisions to build up…
If you know why you work and why you play, If you can look after your future you the same as your current self, If you know what is important…
In my experience, when thinking about their wealth, most people (and sadly, all too often, financial advisers) want to know that they have the ‘best’ pension/ISA/Investment Portfolio (delete as appropriate)….
I had a conversation with a potential new client the other day who was battling with the prospect of retirement and was wondering what a successful retirement transition might look…
When I first meet with prospective clients the majority of the initial meeting is spent understanding their lifetime priorities. The money takes a back seat in the discussion. This may…
In Charles Dickens’ A Christmas Carol the central character, Ebenezer Scrooge was visited by three ghosts on the eve of Christmas: the ghost of Christmas past, the ghost of Christmas…
“I might get hit by a bus tomorrow” This is what I was told by someone the other day who wanted to transfer his Final Salary pension scheme so that…