Aug 1, 2022 | Blog
Go back to blogs Network Rail strike, inflation and interest rates rising sharply and a general nervousness about our investments with fluctuating share prices and a war in Ukraine. That perhaps makes some of us feel a little uncomfortable. For those of you who are...
Jul 31, 2022 | Blog
Go back to blogs It is so satisfying that existing clients refer people to us as they are so happy with the advice they have been given on planning their future. One gentleman was referred to me only a few days ago, and his main concern was knowing whether he would...
Jul 30, 2022 | Blog
Go back to blogs It’s hardly surprising that HMRC’s latest data shows over 6.1 million people are paying Higher or Additional Rate Tax at 40% or 45%. With the number of people paying Income Tax projected to be 34 million in 2022/23 not far short of 20% of all...
Jul 29, 2022 | Blog
Go back to blogs I dealt with a fascinating situation recently where a client who had been referred to me told me that he had been providing services to a company for many years and was now being offered an employed role. The salary would be £125,000 per annum. This...
Jul 28, 2022 | Blog
Go back to blogs Case Study 1 – tackling rising rates My clients were becoming increasingly concerned with the rate environment following the Bank of England increases seen over the past few months. They were keen to secure a new deal before rates increased further....
Jul 14, 2022 | Blog
Go back to blogs The sharp rise in inflation which hit a 30 year high of over 9% last month for many is disturbing. Inflation could exceed 10% later this year. I am not sure whether you have come across the Rule of 72? It is an excellent tool to calculate...
