Rudyard Kipling’s ‘If’ Poem: A Successful Retirement Planning Translation
23.08.18
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…
Category: Purpose
Read the latest news and thoughts from our Financial Planner, Andrew.
Rudyard Kipling’s ‘If’ Poem: A Successful Retirement Planning Translation
23.08.18
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You Can’t Have Your Cake & Eat It – Inheritance Tax Planning Basics
20.08.18
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…
The Bigger Picture
09.04.18
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 Might Get Hit By A Bus Tomorrow”
26.10.17
“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…
Why Reviewing Your Finances Will Make You Richer
17.08.16
When you fly the plane’s pilot will control the aircraft on take off and landing but will flick over to autopilot while cruising. He doesn’t then put his feet up…
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