Blog Posts

How to Trace a Lost Workplace or Personal Pension

The most important part of planning for retirement is knowing how much money you will have available. Travel, healthcare, day to day living – these all depend on what you have saved and will have coming in from any pensions you may have.

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What Does Being a Trustee Mean? 

 Perhaps you have been asked to be a trustee or maybe you are considering setting up a trust yourself – in either case, there are a few things you should know before deciding. We have put together a handy guide to cover the basics. 

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An Introduction to Employee Benefits

Simply put, employment benefits are additional forms of compensation offered by employers on top of a normal salary. These become more and more important as companies compete globally for the best talent, making these benefits essential to most organisations’ reward strategy.

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A Short Guide to Wealth Management

First of all, how do we define wealth management? On our own website we put it like this: “Imagine all of your assets, pensions, investments, cash as one big pot aiming to provide you with the standard of living you expect now and in the future.

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How to Prepare Financially for Illness

It’s not something we like to think about but preparing for the worst really is the best thing you can do. Growing older is an inevitability and, sometimes, illness comes with that process.

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A Financial Planner’s Frequently Asked Questions

If you have never consulted with a Financial Planner, you may not know what to expect, which is why we have endeavoured to answer some of our client’s most frequently asked questions here. What is a platform? A platform is somewhere where you can invest your money in one place in several different tax wrappers […]

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5 Tips for a Financially Smart Holiday

Holidays are often the highlight of our years – but they can be pricey. There are ways to make the most of your money, before and during your travels, if you plan a little in advance.

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A Beginner’s Guide to Investing 

Investments can be used to make more money from savings or other cash. However, they can also be unpredictable, going down as well as up. So, when choosing a potential investment, it is often best to consult a Financial Adviser who can help you make an informed decision. 

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Inheritance Tax: What is it and How Can it Affect You?

You may have heard of Inheritance Tax (IHT) but do you know whether or not you or your family will be affected by it? We have produced a simple guide to explain exactly what this tax entails and if it is relevant to you.   What is it? Simply put, IHT is a tax on […]

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Retirement Planning: A Checklist

Retirement should be a time of relaxation and happiness after years spent on families and careers. Whether you want to travel, settle down or embark on a new endeavour, planning is essential to a successful retirement. We have put together a checklist of things to make sure you are prepared no matter what comes your […]

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