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Health, Wealth & Finance

18 December 2019

  I’ve been out and about over the last few months so It’s a while since I put pen to paper! So here goes. I attended a presentation from one of the many companies that vie for business from us and he used a throw away statement on one of his slides which was the top three things t...
With a yuletide general election looming and a conclusion to the Brexit question looking as far away as it’s ever been, you could be forgiven for imagining that all the uncertainty in the UK would be having an adverse effect in the housing market.  Whilst we have noticed a slowing of sale...
Imagine receiving a letter at some point in your life which gave you a date and the time of your death. Sad, I know, but we had a 10-minute discussion in the office about it the other day and it raised a few eyebrows. Would you live your life differently? I’m sure you would, but why? People ...
Bumper Stickers

14 August 2019

I was driving up the A1 the other day and passed a camper van with a bumper sticker that brought a smile to my face on a long journey.      “take it easy, life is short!”     It makes you think, life goes by in the blink of an eye, whic...
The passing on of wealth down the generations is a complicated affair involving many considerations – it is a balancing act between the needs of the individual who holds the wealth and those of their offspring. It often involves multiple generations at once covering a wide range of demographic...
It has been a while since I last put pen to paper venting my angst about the pension world. I don’t think much has happened since, has it? Brexit seems to have diverted the government away from pensions for a while. So, we are now seeing companies in the secondary auto-enrolment market, mean...
It’s a well-known fact that you can approach a high street bank directly and apply for a mortgage directly with them. However, just because you bank with them, will you truly get the best deal available to you? We are regularly asked what the benefit of u...
Pensions Pension withdrawals hit a new high in 2018/19 of just over £8bn, which was up £1.5bn from the year before. HMRC have recorded tax from pension receipts being significantly higher than predicted.* One of the problems the government has in relation to pensions is that their two...
It would seem when it comes to planning, UK adults don't do it very well. In a post we published last year, we found that 53% of men (a whopping 3.9 million Dads!) in the UK with dependent children have no life insurance.  It's pretty much the same bleak outcome when we look at Estate Planning....
What is your priority?

30 April 2019

I had a slightly concerning (well, to me anyway) phone call the other day. It was from a staff member at a company whose pension we look after, who was in their late twenties. We’d had a meeting last week about the recent increases to Auto Enrolment pension contributions, from 3% to 5% (gro...
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