Financial Planning

Tapered Annual Allowance: Should I make a contribution this tax-year, or should I wait?

The rules on what can be paid into a pension, by a higher earner, changed on 6 April 2020...


Tapered Annual Allowance: Should I make a contribution this tax-year, or should I wait?

The rules on what can be paid into a pension, by a higher earner, changed on 6 April 2020...

Financial Planning

2021 – An Opportunity for Change

Investing whilst listening to your moral compass or considering your ethical preferences has been around for many years.  Friends...


2021 – An Opportunity for Change

Investing whilst listening to your moral compass or considering your ethical preferences has been around for many years.  Friends...

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

The slow creep of inflation

Consumer price inflation, the rate at which the prices of goods and services bought by households rise and fall,...


The slow creep of inflation

Consumer price inflation, the rate at which the prices of goods and services bought by households rise and fall,...

Financial Planning

The absurdity of a one-off wealth tax

I’ve been following proposals to introduce a UK wealth tax with interest. The announcement yesterday to introduce a one-off...


The absurdity of a one-off wealth tax

I’ve been following proposals to introduce a UK wealth tax with interest. The announcement yesterday to introduce a one-off...

Financial Planning

Do you want to be more like George Clooney?

George Clooney hit the news in recent weeks regarding some gifts he made to friends. Being George Clooney these...


Do you want to be more like George Clooney?

George Clooney hit the news in recent weeks regarding some gifts he made to friends. Being George Clooney these...

Financial Planning

Make STRIDEs with your Savings

2020 has provided challenges for many individuals, particularly those without emergency funds. Even if you have been fortunate not...


Make STRIDEs with your Savings

2020 has provided challenges for many individuals, particularly those without emergency funds. Even if you have been fortunate not...

Financial Planning

Should I continue to hold cash on deposit?

Bank base rates currently stand at 0.1% in the UK with similarly low rates in the US and Europe....


Should I continue to hold cash on deposit?

Bank base rates currently stand at 0.1% in the UK with similarly low rates in the US and Europe....

Financial Planning

What is your nominated retirement date?

Like most people I speak to, you probably do not know. The concept of a “retirement date” has change...


What is your nominated retirement date?

Like most people I speak to, you probably do not know. The concept of a “retirement date” has change...

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...