Panicking about pensions? Struggling to save? Finding Investments too terrifying? Then my Pensions and Retirement articles & blogs are the perfect place to put your mind at rest.
My mission is to provide you with information that will make saving for your retirement simple and demystify the options on how to take your pension benefits. My articles, blogs and guides are straight forward and jargon-free. I’m here to help you at every step of the way to achieve the retirement you deserve and worked hard for.
The Role Of Financial Advisors
Financial planners don’t just advise you on investments... George Kinder reveals to Robin Powell in this video how the role of financial advisors isn't just about helping clients [...]
Intestacy Rules – Dying Without A Will
Dying without a Will means the distribution of a person's estate becomes subject to the statutory intestacy rules, which can lead to some unexpected and unfortunate consequences. If you [...]
Types of Trusts – How To Give Away Your Wealth And Keep Some Control
Trusts are not a one-size-fits-all solution, but they are incredibly useful for protecting and giving you control over your assets. Certain types of trusts, where appropriate, can be used [...]
Residence Nil Rate Band – What is it?
What is the Residence Nil Rate Band and how do you apply the additional RNRB threshold? The Inheritance Tax Residence Nil Rate Band (RNRB) came into effect on [...]
Lasting Powers of Attorney
What is a lasting power of attorney? Enabling someone you trust to make decisions for you, or act on your behalf Lasting powers of attorney (LPA) enable individuals [...]
Top Rated IFA For 2nd Year Running
I feel honoured, it's happened again! This morning I received an email from the Times, simply titled 'Tomorrow' with the following fabulous news: You’ll be featuring as a Top [...]
Understanding Inheritance Tax Gifts
If you can afford to do so, making inheritance tax gifts e.g gifting money before death or passing on assets to family members or loved ones, can be an [...]
How to Avoid Inheritance Tax in the UK
Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands [...]