On the 4th May 2024 I was one of around 30,000 people attending the Berkshire Hathaway Annual Shareholders Meeting. The completion of a personal bucket list item. For those that are not aware, Berkshire Hathaway is the company effectively run by legendary investors...
Claiming a deceased parent’s pension can be a daunting process. It can sometimes be difficult to locate the pension provider and understand how many pensions your parent has. Many people will think that the process of claiming a deceased parent’s pension gets...
If you are tempted to invest your money in something that is rising fast, then you may need an investment playpen. Bitcoin, Artificial Intelligence, GameStop, the financial media is full of stories of huge gains being made in certain types of investment. You might...
A common problem I find when reviewing an investment portfolio for a new client is that there is an over reliance on dividend paying stocks or funds. There is a misconception out there that if you pick an investment paying good dividends then you can use the dividends...
Having just completed another tax year end I’m always amazed at just how last minute a lot of people’s planning can be. There is always a sudden rush to squeeze in every last tax allowance you can. One of those useful tax allowances is the ISA allowance. The...
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