Advice Consultation


5 questions you should ask a financial adviser before engaging them


You possibly know several financial advisers already or may have been recommended one by a friend, however it pays to do some research and due diligence for yourself before making a commitment to taking their financial advice. Why is this? Everyone is different. Your circumstances are unique and this means that you need to find […]

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Truly Independent Financial Advice


One of the largest UK IFA networks, Sesame, has recently announced that it is removing all of its member financial adviser firms’ independent status.  All financial advisory firms that operate under the Sesame umbrella will now be offering their clients restricted advice. You may recall the financial advice industry underwent some significant changes at the […]

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Guaranteed Pitfalls


It is the nature of investment that people will pay a premium for the promise of a “certain” outcome. But research shows these supposed guarantees often come with hidden costs and risks attached. Imagine an investment product that is sold as lifting your chances of meeting your retirement needs from 60% to 65%. A second […]

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An Enlightening Financial Planning Process


What is the difference between telling you that you can spend extra funds holidaying now, or that you can afford to stop working earlier than anticipated or that you could afford to gift funds to your grandchildren now and showing you that these objectives are achievable? They say that a picture paints a thousand words.  […]

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Passing pensions down the generations


The obvious personal tax benefits of a personal pension (SIPP) are well known, income tax relief on contributions, tax-free growth inside the pension and the option to take 25% of the accumulated fund as a tax-free lump sum, but what about the Inheritance Tax benefits? Defined Contribution pensions (Personal pension/SIPP) can be passed to any […]

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Lasting Power of Attorney


What is a power of attorney? A power of attorney is a legal document that allows someone to make decisions for you, or act on your behalf, if you’re no longer able to or if you no longer want to make your own decisions. There are a number of reasons why you might need someone […]

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Gifting funds


3 things to remember if you’re planning on gifting funds You may be familiar with the expression “it’s better to gift with a warm hand than a cold hand” i.e. make gifts during your lifetime and gifting can form an essential part of Inheritance Tax planning. We’ve identified 3 key points with gifting that many […]

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Headline Blues


It’s a tough gig being a financial media pundit whose job requires making eye-grabbing calls on the outcomes of major world events. But at least the pundits rarely have to deal with the consequences of their bad predictions. From the Brexit referendum, to the US presidential vote to general elections in Australia, the Netherlands, France […]

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