Wealth and Tax Management
Financial Planning: Retirment, wills and probate, trust funds, lasting powers of attorney, inheritance tax, asset management, money forecast
How to Buy Land and Live Off-Grid in the UK
The idea of living off-grid—disconnecting from the hustle of modern […]
How good is the NEST workplace pension scheme?
I recently gave a retirement planning presentation to the staff […]
How to Acquire Land for Free in the UK: Exploring Investment Opportunities
Acquiring land can be a rewarding investment, but in the […]
How to Achieve Peace of Mind When Investing
Investing can feel like a rollercoaster. Markets rise and fall, […]
The Benefits to You of Engaging a Financial Planner
Managing personal finances can be complex and time-consuming especially when […]
Why Patience is a Virtue When Investing
In the fast-paced world of modern investing, it’s easy to […]
How to plan your finances following the recent Labour Budget
The much dreaded Budget came and went. Some of the […]
A Budget Tax Raid On The Wealthy Which Will Inevitably Back-Fire On The Government
Chancellor Rachel Reeves delivered one of the longest Budget speeches […]
How to Invest in Property on the Blockchain
Blockchain technology has revolutionised various industries and property is no […]
How to exploit the virtually unknown benefits of VCT ISAs
It may not be widely known, but it is possible […]
How to prepare for a “painful” Labour Budget
There is little doubt that the first Labour Budget is […]
Should you gift investment properties into trust for tax planning purposes?
What with the increasing costs, regulations and taxation being […]
What have been the best performing asset classes this year so far?
I wrote a blog earlier this year suggesting that other alternative asset classes […]
Understanding the Differences Between Lasting Powers of Attorney, Enduring Power of Attorney and General Power of Attorney
Managing financial and personal affairs can become challenging due to […]
A layman’s guide to advised investment strategies and fund types
There exists an alphabet soup of different advised investment strategies […]
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 […]
