Why You Need to Know Your Lifetime Priorities
12.01.25
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…
What Would the Ghosts of Christmas Show You About Your Life?
16.12.24
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…
Is Drawing Down Pensions to Avoid IHT Sensible?
09.12.24
Following Rachel Reeve’s October Budget, which will see pension funds included in estates for IHT purposes from 2027, I’m hearing of people re-evaluating their retirement strategies and intending to draw…
14 Retirement assumptions you may later regret
02.12.24
We make assumptions every day; we have to otherwise we would never get anything done. Most of the time the assumptions we make are either correct or immaterial if they…
10 Strategies for a Successful Retirement Transition
26.11.24
As you approach the end of your career you may be struggling with the decision about whether you retire or not. For some people it’s an easy decision; they are…
101 Things To Do In Retirement To Avoid Boredom
11.11.24
A common objection to retirement I often hear is: “I don’t know what I’d do, I just end up being bored”. There is no doubt retirement takes some adjusting to…
10 Reasons Why You Won’t Be Able To Retire When You Wish To (and the Solutions)
04.11.24
At some point the day will come when you either don’t have the motivation or energy to continue working and you will decide it is either time to stop entirely…
Hierarchy Of Spending Needs
28.10.24
If you struggle to prioritise your spending and find you have more month left at the end of your money or you aren’t putting enough away for the future you…
Investing is Simple Once You Block Out The Noise
21.10.24
Investing, whether that is via your pension, ISA or an investment account is a simple process made complicated by the cacophany of noise that pervades the financial services market. Google…
Should You Plan For The Cost of Later Life Care?
14.10.24
For many retirees I talk with being able to manage the cost of later-life care is a top priority for them. I understand why this is the case but with…
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