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.…
Neil’s Blog
So, what do we use here, for ourselves and our staff?
We ‘eat our own dog food’ as our American cousins say. We use the same kind of investment products and funds for ourselves as we use for clients. For our…
Don’t turn down the offer of a workplace pension
If you do not take up the offer of a workplace pension, your boss is laughing all the way to the bank at your expense. Under the government-mandated auto-enrolment workplace…
Lewisballs – a balanced fact-check of Paul Lewis’s pronouncements on BBC Radio 4’s Money Box programme
Paul Lewis is a national treasure. A respected BBC broadcaster, the presenter of Saturday lunchtime’s BBC Radio 4’s Money Box has a following in the millions, acolytes who will not…
Don’t Buy Over 50s Life Cover
Here’s another money-saver. Be sure to tell your parents and grandparents. There are loads of adverts on TV these days for ‘Over 50s Life Insurance’. These policies tend to be…
How the Emailspiel Caught a Scammer
It all started on the morning of Monday 2 February 2015 shortly after 9am. My operations manager received an email purporting to come from a retired lady client of ours…
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