Investing in Your Future via Pensions
If you are employed in somebody else’s business then they are very likely obliged to offer you an auto-enrolment workplace pension. You should almost certainly take advantage of the offer. …
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The Bitcoin Bubble
Yes, it has gone from being worth pennies to being worth a fortune but its value is purely based on speculation and is prone to wild swings. It is not…
Prepaid Funeral Plans
We didn’t use to like funeral plans. We took the view that managing our clients’ money as we do, we should be able to leave them with ample funds in…
Don’t Worry About Giving or Receiving Gifts!
You’d be surprised how many people ring us, worried about having to pay Inheritance Tax because their elderly parents want to make them a gift of a sum of money.…
Case Study: Fair Play for Marianne
Marianne had been in a relationship where her other half, John, had been very controlling. Despite having ended the relationship however, when John contacted her demanding she sign some papers…
Case Study: Paul’s Customers Pay for His Pension
If you are employed in somebody else’s business then they are very likely obliged to offer you an auto-enrolment workplace pension. You should almost certainly take advantage of the offer. …
