News, Insight & Opinion

Helping to make sense of the complex world of financial and later-life planning.

Lasting Powers of Attorney

Covid-19 has created a renewed interest in LPAs, as well as Wills....

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Putting your affairs in order

One of the consequences of Covid-19 has been a huge spike in public demand for creating Wills....

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Cutting through the noise – How can we help?

‘Stock market closing at an all time high’; ‘The bubble’s burst’; ‘The stock market is crashing’; ‘Shares have gone through the roof – how could they go any higher?’; ‘House prices plummet by 30%’; ...

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Time in the market, not timing the markets

With markets around the world continuing to prove unpredictable as momentous financial and political events continue to unfold, it’s perhaps not a surprise that investors are increasingly concerned about when is the ‘best time’ for them to invest....

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Talking about your Will – don’t be one of the 93%

A national saving and investment survey has shown only 7% of people have spoken to their parents about inheritance. One of the most important parts of planning to leave an inheritance is to talk about it....

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Automated Savings

Saving regularly is one of the most important ways to increase wealth and achieve financial independence. ...

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Using a Solicitor as your Executor

The Times, dated 4th November 2017, reported that a couple were faced with an exorbitant legal bill of £115,000 which was “removed” from a modest £300,000 estate. ...

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