Estate planning and inheritance tax should primarily be about taking steps to protect your estate for future generations. This video blog outlines the relationship between Estate Planning and Inheritance Tax planning and how you can protect and pass on your estate to your loved ones through various tax efficient strategies. [...]
Today's Tony Talks Wealth episode discusses delaying retirement, and why many have now considered working for much longer than they previously hoped. Key Takeaways The pandemic has forced a nationwide rethink of finance in general, and how we manage our money. As a result, many over [...]
Protecting the most important things in life should the worst happen. During these unpredictable times, many people have faced not only hardship, but sadly, the loss of a loved one too. This article covers 4 areas for you to consider when it comes to securing your financial future: Protect The Things That Really [...]
Everyone wants to make the most of the money they have for retirement, and to generate more income from the investments and schemes they’ve chosen. In this week’s podcast, I talk through the best ways to approach investments once that you’ve stopped earning a salary. Key Takeaways [...]
Staggered retirement is becoming an increasingly popular option for people who aren’t quite ready to leave the world of work, or who may not yet be in a position to do so. But how can we ensure we make the most of this option when the time comes? This week's Tony Talks Wealth episode [...]
With many financial planning prospects now uncertain, this episode of Tony Talks Wealth examines retirement planning; how it has been affected by COVID-19, and what you can do to make sure your future is better secured. Key Takeaways The impulse to protect what we have, and [...]
Socially responsible investing is an investment strategy which considers company ethics as well as the potential financial return. It incorporates: Ethical investing Postive impact investing Sustainable investing Green investing ESG - Environmental, social & governance The following video (& transcript below) provides an brief introduction to socially responsible investing: [...]
2020 has been a difficult year for many of us. As it draws to a close, perhaps it's an appropriate time to focus on the things you can control and think about the action you could take to improve your finances in 2021 and beyond. This article provides an overview of 4 areas for [...]
How the pandemic is leading to changes in future retirees' plans... This article provides an overview of 5 areas for you to consider: Take Control Of Your Retirement Plans Staggered Retirement Flexible Retirement Income Delaying Retirement Retirement Wealth Check 1) Take Control Of Your Retirement Plans Have you [...]
In this episode of Tony Talks Wealth, I talk with Steve Conley, the author of ‘Your Money Or Your Life’, and the founder of The Academy Of Life Planning, about the changing face of global banking, the importance of financial education, and how you can begin to create wealth through pure financial planning. [...]