Financial Planning

Are you worried about risk?

When looking to advise a client on where to invest their money a very important consideration is their ability...


Are you worried about risk?

When looking to advise a client on where to invest their money a very important consideration is their ability...

Financial Planning

Lifetime Allowance Planning

In summary the Lifetime Allowance (LTA) is the maximum amount that can be accumulated in all pension plans without...


Lifetime Allowance Planning

In summary the Lifetime Allowance (LTA) is the maximum amount that can be accumulated in all pension plans without...

Financial Planning

Features and Operation of the NHS Funded Nursing Care Contribution

When looking at care fee planning it can be overwhelming with the various different types of care available and...


Features and Operation of the NHS Funded Nursing Care Contribution

When looking at care fee planning it can be overwhelming with the various different types of care available and...

Financial Planning

Why is investment attitude to risk so important?

When looking to invest there are many considerations that need to be taken in to account. These include, when...


Why is investment attitude to risk so important?

When looking to invest there are many considerations that need to be taken in to account. These include, when...

Financial Planning

Acting as a Power of Attorney

Acting as a Power of Attorney can be a stressful experience for many reasons, these can include that you...


Acting as a Power of Attorney

Acting as a Power of Attorney can be a stressful experience for many reasons, these can include that you...

Financial Planning

How much do I need in retirement?

This is a question I frequently get asked, with the follow up question being how much do I need...


How much do I need in retirement?

This is a question I frequently get asked, with the follow up question being how much do I need...

Financial Planning

Leaving a legacy from your pension

Did you know that pensions can be a fantastic inheritance tax planning tool? Due to changes in legislation your...


Leaving a legacy from your pension

Did you know that pensions can be a fantastic inheritance tax planning tool? Due to changes in legislation your...

Financial Planning

Is the value of my house included in the Financial Assessment for the funding of Long Term Care?

This is a question regularly asked by clients when discussing the funding of Long Term Care. When planning for...


Is the value of my house included in the Financial Assessment for the funding of Long Term Care?

This is a question regularly asked by clients when discussing the funding of Long Term Care. When planning for...

Financial Planning

Why are taking pension benefits so confusing?

Generally speaking, in the past, an individual would work for one company throughout their working life and then retire...


Why are taking pension benefits so confusing?

Generally speaking, in the past, an individual would work for one company throughout their working life and then retire...

Financial Planning

How often should I review my finances?

In my view this is not a question that people ask themselves enough. I see potential clients who come...


How often should I review my finances?

In my view this is not a question that people ask themselves enough. I see potential clients who come...

Financial Planning

Does how I own my house impact on any long-term care support I may receive?

When looking at Long Term Care or any Later Life financial planning, how your property is owned could have...


Does how I own my house impact on any long-term care support I may receive?

When looking at Long Term Care or any Later Life financial planning, how your property is owned could have...

Financial Planning

Why use Capital Protection for an Immediate Needs Annuity and what are the advantages and disadvantages of doing so?

Under an Immediate Needs Annuity (INA) an income is paid for life and upon death, the payments would cease...


Why use Capital Protection for an Immediate Needs Annuity and what are the advantages and disadvantages of doing so?

Under an Immediate Needs Annuity (INA) an income is paid for life and upon death, the payments would cease...