Menu
 

News & Blog

Time Flies ...

16 August 2021

  I’m at week 2960 of my life. And I’m going to live until week 3973 according to: https://labs.coruscantconsulting.co.uk/life/weeks/ If you do the math, it all becomes a bit scary! It’s only a website of course and it doesn’t know about or consider my vegan di...
  I read this article from Faith Liversedge the other day (www.faithliversedge.com) - I like to read her email posts as they seem to be more real world, and this was roughly the thread. It was about “you know you’re getting old when….” …… it takes a fe...
  When I was the ‘Man from the Pru’, a young and keen financial adviser back in the 80’s the term ‘back of a fag packet’ was used more often than not for a rough quote for whatever the client was requesting at the time, but the term has moved on now and involves...
In our last piece we looked at Kickstarting your Estate Planning by getting to know what your current position is. Once you know this you can start to work on taking steps towards that based on what is important to you. You may have plans in retirement to simply enjoy your wealth, you may not be...
  Estate Planning is, as the name suggests, planning how and when you share your estate to those you love. Part of this plan is ensuring you have the assets and income you need before you pass away and doing all of this in a tax efficient manner. The first step is to understand what your c...
  Focus on your Nest Egg this Easter With less than two weeks to go until the end of the Tax Year, now is your chance to benefit from any remaining opportunities to invest tax-efficiently into your Pensions and ISAs. This year’s tax year ends on Easter Monday so you’ll need to ma...
  How much do I need to retire? I get asked this all the time and certainly quite a lot over recent weeks, lockdown is getting to us all. I’m sure that there will be some of you rolling your eyeballs back because you know it’s a crazy question as everyone has different lifestyles and in...
What is your Superpower?

25 February 2021

  What is your superpower? Making sense of the exciting world of retirement I believe is my superpower, don’t get me wrong I’d rather have x-ray vision or invisibility but there isn’t much call for either of these in the Employee Benefit world! A perfect example was a meet...
Yes... I am 55!

04 February 2021

  Yes….I’m 55! I talk to people every day about taking tax free cash out of their pensions, A light bulb comes on when you hit the magic number of 55, I know it does because it did with me. I woke up on my 55th birthday and amongst the ‘god I’m getting old’ tho...
The Masked Singer

26 January 2021

  The Masked Singer Happy New Year Or should it be ‘Here We Go Again’ I don’t know about you but if someone told me a year ago over the next 12 months I won’t be able to have a pint in my local, or more importantly give my loved ones a hug, (I think I’ve got that the right way aro...
Page:   1    2    3    4    5    6    7  Next >>