Apr 15, 2025 | Blog
Go back to blogs Many of us know only too well the frustrations of trying to get an appointment with a GP and often with long delays. Not only that when we do get an appointment we have to travel and sit in a waiting room with generally not very happy people some of...
Mar 21, 2025 | Blog
Go back to blogs Complacency, probably for most of us, comes when investing or borrowing money. It extends to also putting in place the right tax efficient Wills, financial planning to achieve our financial goals and to save Income Tax, Capital Gains Tax and now more...
Mar 19, 2025 | Blog
Go back to blogs Sometimes when people hear certain terms mentioned there is an initial immediate rejection which I believe for many is a big mistake. This is certainly the case for Lifetime Mortgages or Equity Release and I do believe it may well be of benefit to you...
Jan 11, 2025 | Blog
Go back to blogs I will be 75 in February, 2025. In relation to my pension of around £1.5 million it would be a good idea to die before then although I would rather not. If I departed this world before age 75 my pension fund can be inherited by my chosen beneficiaries...
Mar 28, 2023 | Blog
Go back to blogs Overall the Budget of March 2023 seemed to be positive for pensions., with a series of big and encouraging headlines as to the changes announced. The major reform was the abolition of The Lifetime Allowance (The LTA), from April 2024, but with an...
Oct 12, 2022 | Blog
Go back to blogs First, we always need to have a sufficient cash reserve to meet our immediate needs for known expenditure and for emergencies. For most of us, it is better to have this immediate cash reserve on deposit so we can sleep at night. Most of us prefer not...
