Money’s too tight to mention

By | 09.2018|Pensions|

First comes marriage, then for some couples comes divorce. But a stable marriage is one of the best paths to building and maintaining wealth. Divorce, on the other hand, is expensive. Possessions, money, financial assets and debt acquired during (and sometimes before) marriage are divided between former spouses. Putting a price tag on a divorce [...]

Cheers to being a ‘Million-Heir’

By | 08.2018|Inheritance Tax|

With estate planning, you can decide what happens to your money and possessions (even your pets) should something happen to you. But, Estate Planning is useful in other ways too - it can help you minimise any Inheritance Tax liability and ensure your wishes are carried out in the event of your death if you [...]

Things to consider when planning your retirement

By | 10.2017|Retirement Planning|

Making sure you have enough money in retirement to enable you to spend your time the way you want to, doing those things you always intended to do, is likely to be at the heart of planning for your retirement. DON’T KNOW WHERE TO START We are all living longer, the State Pension Age is increasing and pensions legislation [...]

Karl’s Recommended Reads

By | 09.2017|Book review|

Karl's back with another of his recommended reads! This blog post shares a his thoughts and a brief overview of Red Notice by Bill Browder. A lot of books these days claim to lift the lid on the dark arts of the men in the Kremlin. Black deeds on Red Square are hot stuff in publishing. Just [...]

Advantages of Probate Trusts

By | 09.2017|Probate|

Probate trusts are simple tools in estate planning.  Their uncomplicated characteristics are at the heart of their sole purpose: helping avoid the delays that come with settling someone’s Will after their death. Here are some further details on why a Probate trust can be so advantageous, but first things first, WHAT IS A PROBATE TRUST? • It [...]

Understanding Investment Risk

By | 08.2017|Investment|

None of us like to take risks with our savings, but the reality is that there’s no such thing as a ‘no-risk’ investment. You’re always taking on some risk when you invest, but the amount varies between different types of investment. If you understand the risks associated with investing and you know how much risk [...]

Brexit causes millions to change their retirement plans

By | 04.2017|Retirement Planning|

Retirement is undoubtedly a thought-provoking time anyway, but Britain’s exit from the EU appears to have added to the difficulties of retirement planning too, causing many with existing retirement plans to action changes. Findings from LV=* research has revealed that, of those approaching retirement, more than one in four (27%) have changed their retirement plans [...]

Saving for your children

By | 08.2016|Savings|


All we want is to give our children and grandchildren the best financial start in life that we possibly can. By regularly putting away small amounts from a child’s birth can help you do this, and you’ll be surprised at just how far these small amounts go. There are many ways to invest on behalf of a child, here Tristan takes us through a few different options.

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