Inflation is the silent assassin of the personal finance world. While stock market crashes and bank defaults grab the headlines, over the long term it is the silent creep…
Category: Retirement
Read the latest news and thoughts from our Financial Planner, Andrew.
To non-financially minded people, it can be difficult to grasp how much you need to invest to grow a pot of capital for your future benefit. Perhaps reframing it to…
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…
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…
As the great British love affair with property continues I regularly have conversations with people who believe that owning a second property as an income stream is the best use…
When was the last time you had a financial review? I regularly meet with prospective clients who set up a pension or ISA many years ago and haven’t looked at…
Over the years that I’ve been a financial planner, I have had many conversations with clients and prospective clients about their investment experiences. Most people will have some story about…
Are you worried about what to do with your money because of some current crisis that is hogging the news headlines: Brexit/Trump/North Korea/Putin/Oil prices/the latest crisis du jour (delete as…
When you get to retirement it is easy to think your investing is done. You’ve grown your wealth, now you sit back and enjoy the fruits of your labour. If…
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)….