Wealth and Tax Management
Financial Planning: Retirment, wills and probate, trust funds, lasting powers of attorney, inheritance tax, asset management, money forecast
Why you should invest some of your wealth in gold
Gold is a very interesting precious metal which makes gold […]
Will the Magnificent Seven Continue to Dominate?
The “Magnificent Seven,” a term recently coined to describe the […]
Can you gift your house to your children and avoid Inheritance Tax?
Believe it or not, you can indeed gift your home […]
DO YOU TRULY HAVE THE TIME, INCLINATION AND SKILL TO SELF-INVEST?
In the world of finance and investing, the decision to […]
RIDING THE WAVES OF ECONOMIC THEORY: KONDRATIEFF AND ELLIOTT WAVES EXPLAINED
In the realm of economic theory, two prominent theories stand […]
HOW TO MAXIMISE THE BENEFITS OF YOUR EMPLOYER’S PENSION SCHEME AS A HIGHER EARNER
There are a number of ways in which higher earners […]
WHY THE FRACTIONAL RESERVE BANKING SYSTEM IS FUNDAMENTALLY FLAWED AND WHAT TO DO ABOUT IT
The fractional reserve banking system is the backbone of modern […]
REASONS WHY YOU SHOULD INVEST PRIMARILY IN SHARES RATHER THAN IN CASH OR CASH EQUIVALENTS
According to the Platforum UK Fund Distribution Annual Review for […]
FINAL SALARY PENSION THAT DIES WITH YOU AND WHAT TO DO ABOUT IT
We have a client. Let’s call her Jane. She is […]
WHY YOU SHOULD TAKE YOUR STATE PENSION AT THE EARLIEST OPPORTUNITY POSSIBLE
I will receive my state pension this September when I […]
HOW THE BENEFITS SYSTEM HAS CREATED AN 80%-96% EFFECTIVE TAX RATE AND HOW TO AVOID IT
The analysis by the Resolution Foundation in December 2022 highlighted […]
HOW TO GET THE BEST INTEREST RATES ON YOUR MONEY EFFORTLESSLY
Do you have a lot of cash on deposit earning […]
WHY INFLATION IS WAY HIGHER THAN YOU REALISE AND WHAT TO DO ABOUT IT
Inflation is considered to be a hidden form of taxation […]
REIT OR OEIC WHICH ONE IS THE BEST PROPERTY FUND INVESTMENT FOR YOU?
Virtually all property funds in the UK invest solely in […]
THE INTERGENERATIONAL TAX BENEFITS OF INVESTING IN A CAPITAL REDEMPTION BOND
Investment bonds are popular investments for tax planning and in […]
HOW TO USE BUSINESS RELIEF TO GET IMMEDIATE INHERITANCE TAX RELIEF
There are a number of so-called Inheritance Tax Schemes or […]
HOW TO MAXIMISE YOUR PENSION CONTRIBUTIONS WHEN ON A LOW SALARY
I was chatting to a successful business owner recently who […]
WORKPLACE PENSION OR SELF INVESTED PERSONAL PENSION WHICH IS BEST FOR YOU?
I have often been asked by clients whether it is […]
WHY INFLATION IS THE BIGGEST THREAT TO YOUR WEALTH
Inflation is a topic that, over the years, has been […]
WHY BUYING A RETIREMENT ANNUITY MAKES NO FINANCIAL SENSE (MOST OF THE TIME)
After many years in the doldrums suddenly retirement annuities are […]
MAXIMISE YOUR TAX EFFICIENT INVESTMENTS THIS TAX YEAR
With the tax year end approaching fast have you maximised your […]
HOW TO SUPERCHARGE YOUR TAX SAVINGS USING THE COMBINATION OF A VCT, ISA AND PENSION
A Venture Capital Trust (VCT) is a super tax-efficient investment […]
TWELVE REASONS TO BOOST YOUR PENSIONS BEFORE 5TH APRIL
Pension funding has always presented an opportunity to make the […]
WHY THE UK IS ONE OF THE HIGHEST TAXED COUNTRIES IN THE WORLD AND WHAT TO DO ABOUT IT
The UK has long been considered one of the highest […]
SHOULD INVESTORS INCLUDE GOLD, BITCOIN AND RESIDENTIAL PROPERTY IN A DIVERSIFIED INVESTMENT PORTFOLIO?
For as long as I can remember financial advisers have […]
WHY YOU SHOULD NOT FEAR INVESTING IN STOCKS AND SHARES
“Investing should be more like watching paint dry or watching […]
NAVIGATING THE WORLD OF CURRENCY: FIAT MONEY VS. GOLD AND BITCOIN
In the grand theatre of global economics, money plays the […]
HOW TO KEEP TO YOUR NEW YEAR FINANCIAL RESOLUTIONS
Ever made a New Year Resolution and not kept to […]
HOW DO BANKS CREATE MONEY?
UNVEILING THE MYSTERY IN A FRIENDLY, EASY-TO-UNDERSTAND WAY Hello there! […]
HOW TO SAVE INHERITANCE TAX USING BUSINESS RELIEF
One of the simplest ways to save Inheritance Tax is […]
WHY INVESTING IN SHARES IS THE BEST LONG TERM INVESTMENT STRATEGY BAR NONE
In the vast world of investment opportunities, there is one […]
UNLOCKING THE GREEN POTENTIAL: FORESTRY INVESTMENT IN THE UK
Introduction As sustainability and environmental consciousness continue to gain momentum, […]
