May 21, 2020 | Financial Planning, Video
https://www.youtube.com/watch?v=SJQTr33VJ5Y&feature=emb_title The level of unemployment now in the US is truly staggering. The amount of jobs fell by 20 million during April. To put this into perspective this is the same amount of job losses that were lost in...
Oct 3, 2019 | Blog, Pension Planning, Video
LISA vs Pension When Gifting To Children If you’re in a position where you can gift money to your children in order for them to invest in their future, how should you go about it? Well 2 options that are frequently bought up are paying money into a child’s pension or...
Sep 12, 2019 | Blog, Pension Planning, Video
When And How Is The Pension Annual Allowance Charge Paid? The dreaded Pension Annual Allowance charge. The charge that can be requested by HM Revenue and Customs (HMRC) from anyone who is contributing too much to their workplace or private pension. Putting savings...
Sep 5, 2019 | Blog, Financial Planning, Video
What Does All This Political Turmoil Mean For Your Investments? We are living in interesting times with a country divided, on the cusp of leaving the European Union (maybe!), Parliament being suspended and protests on the street. You may be (with good reason) worried...
Aug 28, 2019 | Protection Planning, Video
Helping Locum Doctors Build A Bigger Bank Balance Choosing to work as a locum doctor can be very rewarding financially. Earnings can be double what you would get working full time as an NHS employed doctor. However, having that extra responsibility to find work...
Aug 22, 2019 | Pension Planning, Video
When Can You Take Your Pension? When can you take your pension? This was a question I was asked by a client this week as we met for a review and were plotting their retirement plan. Like most things in finance the answer is not straight forward. But knowing when and...
