Tel: 01443 670149

Mobile: 07585 592494

Tel: 01443 670149

Mobile: 07585 592494

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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

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

Wealth Management vs Asset Management – Which Is Right For You?

Wealth management vs asset management - two different concepts when it comes to managing client's money. It is important to understand the key differences between the two so that you can make the best decision for your financial circumstances and future. Ultimately, a good financial advisor should be able to help you with both [...]

By |2022-04-06T08:26:55+01:00April 6th, 2022|Estate Planning, Financial Planning, Wealth Management|0 Comments

Time Is Money

In today's podcast I tackle the subject of "tme is Money" along with the five principles of investing everyone should know. Due to the complexity of the options it can be very confusing which route to take. I can help you navigate these options and guide you towards a solid investment plan based on [...]

By |2022-03-18T10:49:03+00:00March 30th, 2022|Financial Planning, Podcast, Wealth Management|0 Comments
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