Monthly Archives: December 2018
How to Create the Life You Want (Part II)
In our previous article, we talked about how to start laying out a financial plan to achieve your life goals (e.g. travelling the world in retirement). That post looked specifically at drawing up a “road map” and set of SMART goals towards this end. In this article, we’re going to focus more on the […]
Posted in Blog
How to Navigate Pensions during Divorce
When a couple decides to dissolve their marriage or civil partnership, many people think that the family home is the most important asset to distribute. However, pensions are often neglected – despite the fact that these might actually be more valuable than the equity in the property. Divorce is an unpleasant topic and pensions […]
Posted in Pensions
Tips on Saving for the True Cost of University
For many years now, students looking to enter university have faced the prospect of annual fees of over £9000. With many courses being 3+ years in length, young people are understandably often now thinking twice before submitting their UCAS applications. This is not to mention the living costs that will pile up the costs even […]
Posted in Financial Planning
Does Reducing Inheritance Tax Mean Losing Control?
Inheritance tax (IHT) is a painful tax to face. Given that you want to pass on a meaningful legacy to your loved ones, it is little wonder people are interested in ways to legitimately reduce their IHT liability. Unfortunately, one of the consequences of some approaches to IHT planning is loss of control over […]
Posted in Financial Planning