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.
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 [...]
Tax Efficient Gifts For Christmas
If you’re looking to make sure your children or grandchildren benefit from your generosity rather than the taxman, here are the things to be aware when it comes to [...]
Should I Invest in Property?
Property investment is one of the most common types of investment, and as house prices have generally increased in value over the last 25 years, can be an appealing [...]
Beginner’s Guide To Wealth Management
Wealth Management is the process of enhancing your financial situation to meet your future life goals. A Wealth Management Adviser devises a bespoke strategy using a full range of [...]
Preparing Emotionally For Retirement
However much you might be counting down the days to freedom, if you're in a reasonably-paid, moderate-status job, or running your own business, retirement could be a shock to [...]