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Monthly Archives: October 2018

Protecting your identity


Common ways fraudsters can steal your personal information Identity theft is frighteningly widespread. No one can prevent all identity theft, and cybercriminals are getting more sophisticated in their attempts to steal your identity. Identity theft occurs when someone steals your … Continue reading

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Sandwich Generation


Financially squeezed between elderly parents and children Faced with the task of caring for elderly parents alongside your children, being in the Sandwich Generation can be a testing time. Finding yourself squeezed between – and often by – these two … Continue reading

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Relationship breakdowns


Why sorting out your pension may not be the biggest priority What is likely to be a divorcing couple’s most valuable asset? The family home will spring to most people’s minds first. But the value of a pension could well … Continue reading

Posted in Divorce, Retirement | Leave a comment



Inheritance Tax concerns?


Passing your wealth on to the next generation You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. But some people find the idea of … Continue reading

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Work pressures


The greatest strains on physical and mental health There is an increasing trend of people working for longer and delaying their retirement, with some staying in work out of financial necessity.

Posted in Retirement | Leave a comment



Inflation matters


Impact of rising prices on investments A pound saved is a pound earned. But thanks to inflation, over time, the value of the pound saved could be much less than when it was earned. One cannot ignore the corrosive impact … Continue reading

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You have one life, so invest wisely


Identifying multiple risk profiles for multiple goals Throughout our lives, we will have many different lifestyle and financial goals that we would like to achieve. Although we all have different goals, there are some key goals that we’ll have in … Continue reading

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Avoid the mad March rush


Get a head start on your tax planning resolutions Although the current tax year does not end until 5 April 2019, tax planning shouldn’t be a mad March rush. Now is the perfect time get a head start on your … Continue reading

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SIPP into your future


Extra flexibility over your pension savings in retirement It’s never too early – or too late – to start saving for your future. With retirement planning, it is important to take into account the fact we’re all living longer. Couple … Continue reading

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Investing in your child’s future


Without planning ahead, the cost can be a huge money sink While many parents value the standard of education offered by independent schools or universities, the costs can be daunting. However, with careful planning, it may be possible to avoid … Continue reading

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