Divorce – what about your finances? I can help.

By Tracey Foster, a Financial Designer at Anstee & Co. Divorce can be an extremely stressful time for individuals – I have witnessed how physically and emotionally draining the whole process can be. Is it any wonder when there are so many things to consider, some areas of the financial arrangements can be overlooked or [...]

2019-05-10T16:38:51+00:00 May 13th, 2019|News|

Do you want to be a “Silver Striver”? The dos and don’ts.

What is a silver striver I hear you ask? Is it a new superhero from Marvels Infinity Wars film? Well no, a silver striver is the new term being used by marketing types for people who are working past their retirement date. If this is something that you are considering out of choice or necessity [...]

2018-05-29T14:06:34+00:00 May 28th, 2018|News|

How to “legitimately” save paying Inheritance Tax

If you have an estate that is worth more than £325, 000, Inheritance Tax (IHT) of 40% is paid on the excess. You can pass on your estate to a spouse or civil partner completely tax-free on death. If you leave it to your children or others, they will not benefit in the same way. [...]

2018-06-06T17:14:09+00:00 May 14th, 2018|News|

Retirement. What you need to do before you retire.

If you are dreaming of retirement, spending some time getting your financial affairs in order is a good idea. This will help you to realise if you can afford to retire with a standard of living that you are used to or if making a few financial sacrifices will help you achieve your end goal. [...]

2018-04-30T18:12:50+00:00 May 10th, 2018|News|

3 Reasons Why You Should Review Your Existing Pension Contracts

By Rachel Efetha, Chartered Financial Planner, based in Bedford, Bedfordshire. According to the insurer, LV= the UK worker will change jobs every five years on average.  Assuming you have a new pension for every job, the average 40-year-old will have accumulated five pensions. Below are the top three reasons why you should review your existing [...]

2018-05-04T16:10:48+00:00 May 7th, 2018|News|

Protecting your family. A personal story.

By Rachel Efetha, Chartered Financial Planner based in Bedford. Last year I took part in the Prudential Ride London 100-mile bike ride and took the opportunity to raise money for Bowel Cancer UK.  The reason I chose this particular charity is because a friend of friends, Mark, who I had met from time to time [...]

2018-04-13T16:53:23+00:00 April 23rd, 2018|News|