Easy Investment Access – No Money Locked Up

Easy Investment Access – No Money Locked Up

When I speak to potential clients who have very little experience of investing, the main reason they give for never having invested before is because they don’t want their money locked up.  There’s something worrying about not being able to get your hands on your...
Investing In Covid Times

Investing In Covid Times

How should we be investing in Covid times? Has Covid changed how investments work and do you need a new strategy?   In this article we will look at what happened during the ‘Covid Stock Market Crash’ and whether the traditional equity/bond investment mix worked.    ...
When Inheritance Tax Is Due

When Inheritance Tax Is Due

Inheritance Tax can be confusing. That’s why many put off having a discussion about it.   But Inheritance Tax doesn’t have to be complicated.   In this article we’ll go through the basics which will hopefully help you understand your own position in a bit...
Inheritance Tax On ISAs

Inheritance Tax On ISAs

Many people believe that an ISA is free of all taxes but unfortunately your estate may still pay Inheritance Tax on ISAs when you die.  Along with pensions, ISAs can play a fundamental part of producing a sustainable income in retirement.  But unlike pensions, the...