- 11 November 2020Generally speaking, in the past, an individual would work for one company throughout their working life and then retire using…
- 6 November 2020Downsizing is a situation many clients will face as they move from one phase of life to another. Once we…
- 2 November 2020In my view this is not a question that people ask themselves enough. I see potential clients who come to…
- 25 October 2020The headline rate of inheritance tax may seem galling at 40% of an individual's estate. However, the rate is often very…
- 18 October 2020The market volatility caused by Coronavirus has left many individuals concerned over the presence of investment risk in their portfolios…
- 18 September 2020According to Fidelity Investors, a third of investors, over 65, in the US sold all of their stocks at the peak…
- 7 September 2020Being faced with the prospect of requiring care for yourself or a loved one can be daunting. It is well…
- 7 September 2020How is a redundancy payment taxed? Following on from my previous blog based around redundancy and whether retiring was viable,…
- 25 August 2020There has been coverage in the media on Crispin Odey who runs a high profile, but not significantly large, series…
- 20 August 2020Unfortunately, this is a question some people are asking themselves as the pandemic continues to affect the economy with the…
- 19 August 2020It is has been widely reported that so called “ESG funds” (Environmental, Social and Governance) or “ethical” funds have been…

