Tel: 01443 670149

Mobile: 07585 592494

Tel: 01443 670149

Mobile: 07585 592494

BOOK APPT

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

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

Focusing On Long Term Horizons

To be successful in investing, a strategy that reflects your risk tolerance and time horizons is key. Trying to second guess how events will impact the market is rarely successful. Instead investors should focus on long term strategies that transcend the vagaries of short term fluctuations. In this podcast episode, I talk about where [...]

By |2022-04-04T14:43:31+01:00April 13th, 2022|Financial Planning, Podcast|0 Comments
Go to Top