The market volatility caused by Coronavirus has left many individuals concerned over the presence of investment risk in their...
Blogs
Financial Planning
Are you missing the hidden financial planning risks of the Coronavirus?
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,...
