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Building Your Wealth

  • Achieve your financial goals
  • Plan for your retirement
  • Manage your wealth


Thinking Of Retirement

  • Anticipating retirement
  • Retiring now & exploring options
  • Asset management in retirement


Your Wealth In Retirement

  • Maintaining Financial Independence
  • Managing Family Wealth
  • Inheritance Tax Planning






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Stock market crashes and corrections


Current media reports are full of news on new highs for stock markets and market commentaries are rife with suggestions that a crash must be around the corner based solely on this information. History has shown us that world stock market index highs are not, on their own, a reliable predictor of future returns. Is […]

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Probate Fees


Probate fees: Is this the next ‘tax’ rise to be removed? Following the Government’s climb down regarding a proposed increase in National Insurance for the self-employed, we wonder if the controversial proposal to dramatically increase Probate fees with effect from May 1st 2017 will be the next one to go? One Conservative backbencher said MPs […]

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Good and bad investment behaviour


Dan Ariely in Predictably Irrational: The Hidden Forces That Shape Our Decisions says, “Wouldn’t economics make a lot more sense if it were based on how people actually behave, instead of how they should behave?” Conventional Finance theory has long assumed that Investors/Consumers etc. are rational, risk-neutral wealth maximisers, but the experience of the Dot […]

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Trusts in the modern world


Trusts can be powerful tools and are deeply rooted in centuries of English legal history. For almost 1,000 years, families have been using trusts to preserve and manage their wealth for the benefit of their heirs. Some of the main benefits a trust can provide include: Safety net – asset protection from life events such […]

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