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What is your greatest investment?

Nina — Wed, 13 Nov 2019 19:15:14 +0000

Retirement Planning and Pensions It is news to some, but not all, that outside of their home, their greatest investment is the cumulative value of their pensions. There always seems to be much in the financial media about retirement planning – it’s increasingly unlikely that...

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Is your attitude to investment green enough?

Nina — Thu, 24 Oct 2019 14:22:37 +0000

Financial Advice – Green Investing On Friday 20th September, 4 million protesters worldwide took to the streets to demand action against the climate crisis. This was what may end up being the largest mass protest for action against the climate crisis in history. Yet, it...

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Freetirees – Pension freedoms usher in a new generation income

Nina — Thu, 12 Sep 2019 09:08:04 +0000

Income From Your Pension The introduction of pension freedoms has been a huge enabler for over-55s, allowing millions to draw income from their pensions flexibly. Pension freedoms offer the opportunity to transition into retirement by continuing to work with reduced hours beyond traditional retirement age....

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Politically uncertain times

Nina — Thu, 01 Aug 2019 08:26:36 +0000

What does political uncertainty mean for your personal finances? These are politically uncertain times. The airwaves and internet bombard us with an endless procession of unpredictable politicians, lost down the rabbit hole that is Brexit and focussed more on partisan party lines and political careers...

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Wills, Trust Planning & Powers of Attorney

Nina — Wed, 08 May 2019 11:22:54 +0000

Wills, Trust Planning & Powers of Attorney Important and you haven’t done it, because no-one has… If you die intestate – your spouse will get everything – right? Wrong. Having no Will is a serious issue, mainly when you die, of course. Should you die...

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Making Tax Saving Preparations in 2019

Nina — Tue, 19 Mar 2019 08:08:23 +0000

Making Tax Saving Preparations in 2019 The end of the tax year is fast approaching… At this time of year, it’s a good time to start planning our tax affairs before the end of the tax year on 5 April. As you think about your...

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Sandwich Generation – Not Having Enough Money for Retirement is The Biggest Concern

Dominic Hennessy — Thu, 10 Jan 2019 15:39:59 +0000

Average life expectancy has generally been increasing, and for the ‘sandwich’ generation, saving for their retirement is clearly a big concern – and with plans to contribute financially to support their children and parents, it’s perhaps no wonder. In a survey from the Association of...

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Get Organised For Your 2019 Mortgage – you won’t – but anyway…

Dominic Hennessy — Tue, 01 Jan 2019 10:58:35 +0000

London Mortage Company JUFS Offers Advice That again has been overtaken by the diminishing appetite of our advisors for shouting at mortgage lenders – best get it right first time, or indeed the lenders ability to understand English! However all these are but nought in...

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Will Writing: Will You Make Provision For All That You Hold Dear?

Dominic Hennessy — Tue, 20 Feb 2018 10:58:19 +0000

Getting your affairs in order and planning what you want to pass on to loved ones Writing a Will may seem daunting – and with everything else we should be thinking about, it becomes just another chore on the to-do list. It’s especially important for...

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Critical Illness: Do You Have a Financial Back Up Plan This Year?

Dominic Hennessy — Wed, 14 Feb 2018 11:58:36 +0000

Be prepared if life throws something unexpected your way Cancer treatment can cause many to have to work reduced hours or stop working altogether. Sufferers should be able to make getting better their main priority without worrying about job security and financial stability. At a...

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