Tel: 01443 670149

Mobile: 07585 592494

Tel: 01443 670149

Mobile: 07585 592494

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So far Tony has created 150 blog entries.

The Impact of Pausing or Stopping Pension Contributions

If you are struggling financially at the moment it can be very tempting to consider either reducing or stopping contributions completely, afterall, you can always make it up with further contributions later – can’t you? The truth is, no, not always and the impact on your pension savings and therefore your retirement income could [...]

By |2022-06-27T13:20:14+01:00June 27th, 2022|Pensions|0 Comments

Lasting Power of Attorney

This podcast episode continues with the estate planning theme, explaining the role of a Lasting Power Of Attorney for either health related matters or property and financial affairs. Key Takeaways An individual can create an LPA covering all their affairs or just their health and welfare. [...]

By |2022-06-16T19:55:17+01:00June 22nd, 2022|Podcast|0 Comments

What is a Will and Why Do You Need One?

Simply put, a last Will and testament (which is a legally binding document) is needed to ensure that after your death, specific assets, money and possessions go to the particular people and/or organisations you choose. These will include children and other family or friends you want to support and and any charitable donations you [...]

By |2022-06-16T21:15:58+01:00June 8th, 2022|Estate Planning|0 Comments

Why Make a Will and Lasting Powers of Attorney?

In this podcast episode, I continue the series on estate planning and safe guarding your family, focusing on why wills and powers of attorney agreements can be vital. Key Takeaways If you don’t create a will in readiness for your passing your estate could be inherited [...]

By |2022-06-06T15:50:20+01:00June 1st, 2022|Podcast|0 Comments

What is Intergenerational Wealth Transfer?

Intergenerational wealth transfer is essentially about transferring wealth from one generation to the next. This can be done through a variety of means, including inheritance, gifting money or property, trusts and investing in life insurance, each with their advantages and disadvantages. National statistics show that the net worth of the population is rising and [...]

By |2022-05-29T23:47:32+01:00May 25th, 2022|Estate Planning, Wealth Management|0 Comments

The Inheritance Tax Trap

In this podcast episode, I discuss how effective estate preservation planning could save a family a potential inheritance tax bill amounting to hundreds of thousands of pounds. Key Takeaways Inheritance Tax was introduced in 1986 replacing the old Capital Transfer Tax which itself replaced Estate Duty. [...]

By |2022-05-23T13:14:02+01:00May 18th, 2022|Estate Planning, Podcast, Wealth Management|0 Comments
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