How Not To Compare Your Pensions
29.04.19
If you have worked for a number of different organisations throughout your career it is likely you have accumulated a number of different pension funds. All of which will have…
Category: Retirement
Read the latest news and thoughts from our Financial Planner, Andrew.
How Not To Compare Your Pensions
29.04.19
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“30 Years?! What Am I Supposed To Do With That?”
24.04.19
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,…
“Now the Kids Are Gone We’ve Got Some Spare Money, What Should We Do With it?”
13.03.19
There comes a time in every parent’s life when the kids fly the nest (sure, they sometimes come back!) and you’ll reach that point when you find the rooms echo…
“I Keep Hearing About SIPP Pensions. Should I Have One?”
15.01.19
You might often read or hear about SIPP style pensions in the financial press but what are they and do you need one? What is a SIPP? SIPP stands for…
An Emoji Guide to Inflation…
21.12.18
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…
How The Cost of Your Weekly Shop Could Grow To £293,000 if Saved in a Pension
09.11.18
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…
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…
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…
“I Like Property Investing Because I Want Control” – Really?
30.07.18
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…
12 Reasons Why an Ongoing Financial Review is So Important Before Retirement
29.06.18
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…