Are you prepared?
We never think a critical illness is going to happen to us, especially when we feel fit and healthy, but it can and does. If the worst does happen, it is important to make sure you are financially protected against the impact a critical illness could have on you and […]
Karl’s African Rhino Experience
Non-Executive Chairman, Karl Hartey shares his experience of heading to a South African Reserve to help save the depleating population of Rhinos. We were able to take part in an amazing experience to help save the rhinos on the reserve! Adventure Philanthropy was proud to support and be a part […]
You still don’t have a Will?
Resident Estate Planner, Bill Evans shares his top four reasons for having a Will in place to ensure you’re in control of what happens to your estate when you pass on. What is a Will? Your Will tells everyone what should happen to your money, possessions and property after you die […]
So, you’ve heard about our Second Opinion Service, but what is it?
This blog helps to explain the rationale of launching the Second Opinion Service and the idea behind it, but if you’re in a rush and a brief round-up will do, just take a look at this simple two-minute chalkboard animation which explains what our Second Opinion Service covers. Over the past couple of years there […]
Why this tax year could be a great year for investors and savers…
Further to speculation of what the changes might be during the Spring Budget, on 16th March Chancellor George Osborne made his speech, which appeared to bring a lot of good news for investors and savers. Not only were pension taxes left untouched and the minimum income raised before having to […]
Income Protection – Providing Monthly Payments
Half of all Britons questioned for a study by insurer Zurich displayed a classic ‘it won’t happen to me’ attitude to being unable to work through a disability. However, this isn’t always the case and having an accident or suffering an illness that prevents you from working could happen to […]
Karl Hartey is selected as keynote speaker at prestigious conference
Non-Executive Chairman, Karl Hartey has been selected as one of the main platform speakers for the prestigious Million Dollar Round Table conference in Vancouver, Canada this June. This sell-out event plays host to an audience of over 10,000 people, from over 57 countries. Karl’s talk will focus on the ‘3 […]
Estate Matters
Inheritance Tax (IHT) is payable by some people who, for the most part, could have avoided it. If you want your estate to go to your loved ones with the minimum amount of IHT payable, you should obtain professional advice. There are currently a number of generous reliefs relating […]
Your Tax Year End Checklist
The Autumn Budget Announcement saw a huge change in the personal savings landscape and definitely increased the need for individuals to take a rain check on their finances, making more time to explore the tax-saving and investment opportunities that have been provided. With the end of year tax deadline looming, there’s […]
Tristan is shortlisted for Prestigious Young Financial Adviser Award
Our Managing Director, Tristan Hartey was recently shortlisted for the Young Financial Adviser Award 2016 at the Unbiased Media Awards – an awards ceremony that rewards excellence from the media advisers and journalists featured on unbiased.co.uk’s Bluebook. Here, Tristan shares his reaction; ‘The news I had been shortlisted […]
