Financial Planning and Year-End tax planning: A Guide to Getting Organised
Financial Planning and Year-End tax planning: A Guide to Getting Organised As the end of the tax year draws near, it’s time to put your financial house in order. While…
Category: Savings
6 lesser-known and positive reasons a financial planner is good for your wealth
An article in the Guardian tells the story of a reader who was told by a pension provider that her terminally ill husband’s retirement fund had been lost. Can you…
10 powerful money lessons to develop your children’s financial skills
If you’re anything like me, you’ll have several members of the family to buy presents for this Christmas. Increasingly, youngsters ask for money to put towards items they want, whether…
3 powerful reasons intergenerational planning is vital for your family’s wealth
According to FTAdviser, in the next 30 years around £5.5 trillion will be passed to younger generations in Britain through inheritance. It’s been called “the greatest wealth transfer in UK…
Financial Planning when having a baby
When you are having a baby, there are so many things to think about: what travel system to buy, which car seat to choose, whether to use disposable or reusable…
When should I talk to a financial adviser?
In my previous blog, I looked at the types of saving, investment, pension and protection you may be considering when thinking about if you need a financial adviser. In this blog the…
Do I need financial advice?
If you have money to invest, you need to protect yourself or plan for the future, you may benefit from talking to a financial adviser. This will depend upon you,…
What is a General Investment Account (GIA)?
What is a GIA? A general investment account (GIA) is a “tax wrapper” with no overt tax advantages. A GIA is just like any other form of investment. All investments…
What is a LISA?
Lifetime ISA (LISA) the new pension? After all the pre-budget talk of reducing tax relief on pensions, the government introduced “bonuses” on ISAs available from April 2017. But what is a…
Investment, ISA, Savings, Tax
What is an ISA (including a little known fact)?
What is an ISA? An ISA or Individual Savings Account is a tax-efficient savings/investment vehicle. An ISA is just like any other form of investment with certain tax advantages. All…