Aug 30, 2018 | Blog, Protection Planning
I was alarmed when I read a recent article in the Daily Mail newspaper about the number of people who have done a bank Will. As in let their bank draft their Will on their behalf. Apparently in the 90s and early 2000s, high street banks made a big push for sales of...
Aug 23, 2018 | Blog, Protection Planning
If you’re married and you’re the one who tends to handle the finances, you may be worried about what might happen to your surviving spouse on your death. Will they be OK financially? Will they know what to do? Will your children get their inheritance? This article...
Aug 16, 2018 | Blog, Retirement Planning
Did you know it is possible to generate a tax free income in retirement from your savings of £47,600 per annum just by using some of the tax allowances available to you? You’ve worked hard all your life, saved and paid your taxes. Don’t make the mistake of paying even...
Aug 9, 2018 | Blog, Financial Planning
An ethical investment is pretty much just like any other investment. The key difference is that rather than just focusing on investment returns, you are also focused on making sure the investment reflects your ethical, social and environmental values. It has become...
Aug 2, 2018 | Blog, Pension Planning
Are you approaching retirement and thinking of taking your pension lump sum? Perhaps you fear the uncertainty of pensions and prefer having it safely in cash where you can access it quickly. These are concerns I hear often and I want to make sure you are fully aware...
