Financial Advice


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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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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More action less consultation please


The recent Financial Conduct Authority’s (FCA) long awaited final report into the asset management industry reinforced the evidence that we’ve known for some time; 1. Investments funds should compete on price, but clearly, they don’t, as the net profit margin of most asset management firms is still extraordinarily high (36%). 2. Paying a high price […]

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Hargreaves Lansdown v Vanguard (Who?)


Last month, Vanguard, announced that it is to offer UK investors a lower cost investment Platform, in a direct challenge to the incumbent behemoth Hargreaves Lansdown (HL). The immediate reaction was an 8% fall in the latter’s share price, as speculators pondered the demise of another Active-promoting financial services provider. Completely co-incidentally, the firm announced […]

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Do you really want to gift money to the taxman?


A recent survey* by Canada Life about inheritance tax (IHT) shows that wealthy Brits over the age of 45 are either ignoring estate planning solutions or they have forgotten about the benefits these can provide. Only 27% of those surveyed have taken financial advice on IHT planning despite all of them having a potential IHT […]

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Investment essentials


Back in August 2016, we encouraged you to watch a 12 part documentary featuring Robin Powell and Mark Hebner which included all of the key elements to become a better investor and less of a speculator. There is now an abridged and more succinct 16 minute version available (click on the image above) which still […]

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