Even the Smartest People get it Grossly Wrong

As you are undoubtedly aware, the U.K. election has been announced for December 12th. This is likely to be the biggest—perhaps only—talking point between now and Christmas…
Choppy Waters not on Full Gale

Some light summer reading regarding tax on a part of your savings, the economy, passing on wealth, and retirement longevity.
Neil Woodford Halts buying and selling of his funds

We have had a number of concerned people enquiring about whether they have exposure to Neil Woodford’s funds given recent news that he has suspended the Woodford Equity Income fund…
Prime Minister Theresa May’s Departure: Some Scenarios

Given the PM’s depature set for June 7, the outcomes for Brexit are developing quickly…
Cash is not King when it comes to your Long Term Goals

Given the recent string of events, I wanted to take this opportunity to comment on Brexit.
Guide to Spring Statement 2019 – What should you take away from the Chancellor’s Statement

Given the tax year end (5th April) is approaching you may want to check you have used any Allowances and Planning opportunities.
Planning can sometimes be a matter of life and death

Here is something I recommend you review if we haven’t already discussed this personally face to face! Written by a friend…
Planning for the new Year

The start of the year is the optimum time when you may be thinking about resolutions and plans for the year and beyond…