Blog

The Rise of Ethical Investing

August 2018

As most of my clients know, I offer Multi Managed Ethical funds as a matter of course for both my new prospective clients and my existing clients at Client Review Stage. Surprisingly, a number of other advisers have enquired why I do this.  But the answer is simple.  Firstly because I believe it is my […]

The perils of pension withdrawal

August 2018

I was reading an article recently which indicated that one in ten (10%) of those planning to retire this year expect to withdraw their entire pension savings as one lump sum, according to research by Prudential. The research also suggested a fifth (20%) of people retiring this year would risk avoidable tax bills by taking out […]

Inspiration Quote

August 2018

“You are never too old to set another goal or to dream a new dream.” C.S. Lewis, British Author of The Chronicles of Narnia, 29 November 1898 – 22 November 1963

Impact of divorce on financial assets

August 2018

I was reading an article recently which said that while divorce and relationship splits are a tricky subject to broach – certainly from a financial viewpoint – there is still a worrying lack of protection afforded to those in that position. In the article it stated that research by Kleinwort Hambros found that a quarter […]

Tax Diversification also?

August 2018

The respected Tax Adviser Danby Bloch has recently stated that diversification is not just an important strategy for investment – it also makes sense when it comes to tax planning. And with the current low level of new business flowing into life assurance bonds, maybe this a way of mitigating Inheritance Tax which has been […]

Inspirational Quote

August 2018

“Don’t wait. The time will never be just right.” Napoleon Hill, American Self Help Author – 26 Oct 1883 to 8 Nov 1970