Financial Advice


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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Inheritance Tax Planning where a Power of Attorney is in place


Where a lasting power of attorney is in place many people think that nothing can be done with regards to planning for inheritance tax mitigation, mainly because the ability to make gifts is very limited without approval from the Court of Protection.  In many circumstances it is the Court of Protection’s view that giving away […]

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How to invest for success following the US election


Let’s assume the presidential election took place yesterday, this is how you would position your portfolio. You will all now know that yesterday (8 November 2016) was a historic day for our planet. The new leader of the free world was announced. So how should you position your portfolio in the light of the fact that  President Clinton/Trump is […]

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Withdrawing from your pension


How much of my pension can I spend each year and not run out of money? A very common question we are asked is “how much can I withdraw from my pension each year to fund my lifestyle, whilst ideally ensuring there is sufficient capital remaining to provide a similar level of income into the […]

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Deposit Protection Cut


The level of protection for bank and building society deposits has been cut by £10,000 to £75,000, although for existing deposits the change will not take effect until the start of next year. Blame the EU The reason for the cut is down to the European Deposit Guarantee Schemes Directive. This Directive states that every […]

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What should investors make of bitcoin mania?


Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and […]

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8 Key Questions for the Long Term Investor


Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. We […]

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Planning for Long Term Care


In our experience, planning and funding for the payment of Long Term Care sits high on peoples lists of concerns and priorities. We had the recent furore regarding the so called Dementia Tax, alongside the ongoing confusion about assessment and eligibility for the State’s (NHS) Continuing Health Care funding. Finally, we are often asked about […]

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Worried about the Pension Lifetime Allowance?


What is The Lifetime Allowance? Since its peak of £1.8m in the 2011/12 tax year and three subsequent reductions since then to its current £1m level, the Pension Lifetime Allowance (The Lifetime Allowance (LTA) is a limit on the amount of pension benefit that can be drawn from pension schemes – whether lump sums or […]

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