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So far Tony has created 15 blog entries.

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 tax efficient gifts for Christmas. In this article: Exempted Gifts Savings Accounts Junior ISA Child's Pension Premium Bonds Trust Funds Exempted [...]

By |2019-12-02T10:10:52+00:00December 2nd, 2019|Estate Planning|0 Comments

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 and tangible option for potential investors. This blog gives an overview of the pros and cons of investing in property, and what to consider before [...]

By |2019-10-17T17:58:37+01:00October 17th, 2019|Wealth Management|0 Comments

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 financial services and products to achieve these goals, after consulting with a client to fully understand their requirements and priorities. In this article: Holistic [...]

By |2019-10-15T09:55:02+01:00October 3rd, 2019|Wealth Management|0 Comments

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 your system. Once you've gloried in the luxury of a few lie-ins, and enjoyed some well-earned Rest & Relaxation - what next? It can be [...]

By |2019-10-15T10:16:01+01:00September 9th, 2019|Financial Planning, Pensions|0 Comments

Should You Be Tracing Pensions That Are Lost?

NEARLY £20 BILLION OF PENSION MONEY GOES UNCLAIMED AND THIS FIGURE IS GROWING The scale of the UK’s lost pensions mountain has been exposed by the largest study yet by the Pensions Policy Institute that found 800,000 pensions were lost and worth an estimated £9.7 billion. It estimates that, if scaled up to [...]

By |2019-10-15T10:23:16+01:00June 1st, 2019|Pensions|0 Comments

What Is A Good Pension Pot at 55?

So, you’re approaching that milestone age of 55 and starting to think about retirement?  At this age it’s common to start panicking about what is a good pension pot at 55 and what might happen after you leave the routine security of full-time work. Especially if you haven’t given much thought to it [...]

By |2019-10-22T11:33:22+01:00April 13th, 2019|Pensions|0 Comments

Should I Consolidate My Pensions?

Have you accumulated multiple pension pots throughout your working life? Are you now thinking "Should I consoldiate my pensions?" Consolidating pensions can be a good way to get to grips with your retirement savings. On average people now have several different jobs in the course of their working life. So, it’s not uncommon [...]

By |2019-10-15T11:10:48+01:00March 18th, 2019|Pensions|0 Comments