Tel: 01443 670149

Mobile: 07585 592494

Tel: 01443 670149

Mobile: 07585 592494

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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

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

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

Rethinking Investment Risk

Whether you have a particular investment goal in mind or you are simply growing a retirement fund, it is important to understand investment risk. The likelihood of losing some or all of your original investment should be fully understood, as well as your tolerance for the level of risk you are willing to undertake. [...]

By |2022-03-09T09:28:42+00:00March 9th, 2022|Financial Planning, Wealth Management|0 Comments
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