For many of us, our working life is stretching out. As our life expectancy rises and pension provisions become less generous reviewing your financial plans has never been more important. As we work longer, it is highly unlikely that we will have just one career path. The day's of a "job for life" has [...]
Living well into and past your 90’s is a real possibility today. Life expectancy is certainly getting longer for both men and women. For some this sounds exciting, for others it’s a worry about how they will afford to live. Whichever way you look at it, it certainly complicates things, especially your finances. That's [...]
By Barnes Gladman, Financial Planner. Inheritance Tax (IHT) is paid on the value of a person’s estate when they die. However, after a lifetime of paying taxes and making provisions for the future, a 40% charge on assets upon death can be difficult to accept. With years of house price rises, this is a challenge [...]
This is the third in a series of articles about the difficult questions you need to be asking about your elderly parent's finances. In the first article, we looked at the importance of ensuring that there is a financial plan in place and the need to have a record of your parent's assets. In the [...]
By Rachel Efetha, Chartered Financial Planner. At this time of year when we vow to finally lose those extra pounds, drink less, exercise more, give up smoking, isn’t it important to review your finances? As a Chartered Financial Planner, many clients I meet have no financial plan in place so here are a few [...]
