Latest News & Views
Weekly Financial Update – 03.12.2020
https://www.youtube.com/watch?v=ZUz7EHiFlrs&t=48s Risk warning: Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or...
Why It’s Best To Retire At The End Of The Tax Year
If you’re thinking of retiring, knowing which month of the year it is best to retire in can actually save you a lot of money. Not only that, it can ensure your retirement portfolio is well positioned to maximise your retirement income going forward. 5 reasons why...
Weekly Financial Update – 26.11.2020
https://www.youtube.com/watch?v=Rkms8GG1Djg Risk warning: Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or guarantee....
Finding A Lost Pension
Could you possibly have a lost pension lurking somewhere in the financial wilderness? Research from the Pensions Policy Institute has estimated that there could be as many as 1.6 million lost pension pots, with a potential combined value of £19.4 billion. This...
Cashing In Your Pension
Do you have a current or old private pension and have you wondered when you could be cashing in your pension? Most people will naturally consider taking their workplace pension at the point they retire from work. But a private pension is a bit different. It’s a...
Weekly Financial Update – 19.11.2020
https://www.youtube.com/watch?v=LrRIhZ9U2pE Risk warning: Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or guarantee....
The Right Time To Plan For Inheritance Tax
With it potentially being one of the largest tax bills your family will ever pay, you definitely need a plan for Inheritance Tax. Inheritance Tax is paid on your death if the value of your estate is more than the various allowances you are entitled to. Your family...
Weekly Financial Update – 12.11.2020
https://www.youtube.com/watch?v=KSmeLl3qskM Risk warning: Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or guarantee....
Fractional Ownership
Fractional ownership is a way of building an investment portfolio. But not just your bog standard investment into equities on the stock market. No, this could be a portfolio of property, fast cars, art and even aircraft. It’s a potential way of making money from...
Weekly Financial Update – 05.11.2020
https://www.youtube.com/watch?v=YdYwMdZidnQRisk warning: Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or guarantee. Past...
10 Perks of Being Retired
There are many perks of being retired, especially financial ones. So don’t let retirement stop you having fun and living your best life. Here are some great freebies and discounts for those who hit a certain age. The financial perks of being retired ...
Weekly Financial Update – 29.10.2020
So, it’s been a nasty week in terms of stock market performance particularly in the UK and Europe as we have seen some of the biggest falls since March. Covid-19 has continued to spread, and case numbers are increasing. This has resulted in the markets...
Negative Interest Rates
It’s been widely reported that negative interest rates could soon be coming as the Bank of England look for more ways to boost the UK economy. How likely are negative interest rates? What is the impact? And what should you be doing right now to prepare? This...
Weekly Financial Update – 22.10.2020
It wasn’t a great week for the major world stock markets as all returned negative results. This was mainly due to the fact the US government has still yet to agree a new stimulus package. What does this stimulus package entail? Well, it will provide...
Has Covid Changed Retirement?
I read an article from another Financial Adviser recently about how Covid changed retirement for his client Mike. Mike was an operator in a car factory and along with his wife, they had planned their retirement around their final salary and State Pension Ages. The...
Weekly Financial Update – 15.10.2020
It was a fairly flat week for the major world stock markets with the UK fairing worst. This was mainly as a result of lockdown fears as there was much discussion this week around what stricter measures need to be imposed to slow down the rate of infections. ...
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