Jul 30, 2025 | Blog
Go back to blogs I know we have to wait a few weeks to see whether the horror change in the last Budget are implemented. I expect they all will be. We should not rush into making changes to our affairs for a little while, until we know these surprising, disturbing...
Jun 30, 2025 | Blog
Go back to blogs I recall back in 2007 in America a well-known hedge fund manager openly and publicly challenged Warren Buffett to a bet that the hedge fund manager would beat any investments that Warren Buffett selected over 10 years. This bet commenced just before...
Jun 14, 2025 | Blog
Go back to blogs I continue to be surprised and disappointed to see that so many people when it comes to putting in place the right tax efficient Wills or indeed investing money to build an income, when they retire through pension planning believe they need not do...
Jun 13, 2025 | Blog
Go back to blogs The real benefits of a Lifetime Mortgage for Equity Release. I want to address the benefits and the fears of this enormous unlocking opportunity. A Lifetime Mortgage can be such a powerful tool particularly for those people who own their own home and...
May 30, 2025 | Blog
Go back to blogs This year I experienced the real benefit of my company having in place a Private Medical Insurance arrangement. It is more costly than having a Group Life Assured arrangement or a Group Income Replacement scheme and the premiums for each employee are...
Apr 22, 2025 | Blog
Go back to blogs I have seen so many times over the years where one spouse has died the remaining spouse whilst waiting for Probate often has great difficulty in paying bills because they never had a joint bank account. It makes sense to have some money in a joint...
