Financial Planning

Are you missing the hidden financial planning risks of the Coronavirus?

The market volatility caused by Coronavirus has left many individuals concerned over the presence of investment risk in their...


Are you missing the hidden financial planning risks of the Coronavirus?

The market volatility caused by Coronavirus has left many individuals concerned over the presence of investment risk in their...

Financial Planning

One third of investors (erroneously) sold out of their investments in early 2020

According to Fidelity Investors, a third of investors, over 65, in the US sold all of their stocks at the...


One third of investors (erroneously) sold out of their investments in early 2020

According to Fidelity Investors, a third of investors, over 65, in the US sold all of their stocks at the...

Financial Planning

What are the main considerations in funding for long-term care fees?

Being faced with the prospect of requiring care for yourself or a loved one can be daunting. It is...


What are the main considerations in funding for long-term care fees?

Being faced with the prospect of requiring care for yourself or a loved one can be daunting. It is...

Financial Planning

How is a redundancy payment taxed?

How is a redundancy payment taxed? Following on from my previous blog based around redundancy and whether retiring was...


How is a redundancy payment taxed?

How is a redundancy payment taxed? Following on from my previous blog based around redundancy and whether retiring was...

Financial Planning

Have “Absolute Return” funds finally managed to achieve their objectives?

There has been coverage in the media on Crispin Odey who runs a high profile, but not significantly large,...


Have “Absolute Return” funds finally managed to achieve their objectives?

There has been coverage in the media on Crispin Odey who runs a high profile, but not significantly large,...

Financial Planning

I have been made redundant due to COVID-19; can I afford to retire?

Unfortunately, this is a question some people are asking themselves as the pandemic continues to affect the economy with...


I have been made redundant due to COVID-19; can I afford to retire?

Unfortunately, this is a question some people are asking themselves as the pandemic continues to affect the economy with...

Financial Planning

Is your ESG fund manager asking the difficult questions?

It is has been widely reported that so called “ESG funds” (Environmental, Social and Governance) or “ethical” funds have...


Is your ESG fund manager asking the difficult questions?

It is has been widely reported that so called “ESG funds” (Environmental, Social and Governance) or “ethical” funds have...

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...

Financial Planning

Planning for long-term care

Whether the need is care at home or moving in to residential care there are many areas that require...


Planning for long-term care

Whether the need is care at home or moving in to residential care there are many areas that require...

Financial Planning

Can I use my pension to lend money to my business?

As part of the Government’s response to the coronavirus they have introduced the Bounce Back Loan Scheme (BBLS) to...


Can I use my pension to lend money to my business?

As part of the Government’s response to the coronavirus they have introduced the Bounce Back Loan Scheme (BBLS) to...

Financial Planning

Can I afford to retire?

A question we frequently ask clients is ‘How much do you anticipate you will spend each month, or year,...


Can I afford to retire?

A question we frequently ask clients is ‘How much do you anticipate you will spend each month, or year,...