Poor Endowment Maturity Values

April 10, 2014 : 8:09 AM

There are still lots of endowments coming up to maturity and plenty more to come over the next few years. The late ’80′s and early ’90′s were a time when endowments were a favoured option by many investors. With their … Read more

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Probate – what you need to know

April 6, 2014 : 6:40 AM

Probate is the process of administering the estate of a deceased person. Probate is not always required on the death of a person. It will depend on the assets owned by the deceased. If a property e.g. a home is … Read more

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Drawdown v Annuity – Pension Options at Retirement

April 2, 2014 : 6:16 AM

The recent Budget turned the Pensions world on its head by removing the obligation to buy an annuity and making the current flexible drawdown rules open to all from April 2015. I have been receiving lots of enquiries from people … Read more

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High Investment Returns – Necessary?

March 12, 2014 : 5:16 PM

High investment returns are courted by many an investor What if your investments never beat the markets but you still achieved all of your personal goals? This was the question put to us at a recent seminar and it is … Read more

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Carl Richards – Drawings

March 8, 2014 : 6:26 PM

Carl Richards is a Certified Financial Planner in the US. He produces popular drawings of financial situations that makes the complicated simple. You can see his famous drawings, which appear in the New York Times,  here: http://www.behaviorgap.com/shop/ Importantly, his company is … Read more

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Higher Rate Tax Relief on Pension Contributions

February 20, 2014 : 1:42 PM

Research by Unbiased.co.uk reveals that tax opportunities are being wasted each year, sometimes just because people are unaware of what they need to do, or can do to minimise the tax they pay. If you are a higher rate tax … Read more

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Financial Concerns Your Children Will Face

February 17, 2014 : 12:51 PM

Of course we all have our own money worries of sorts. Some have too much money and some have too little. The job of a financial planner is to work out which one of those you are and what to … Read more

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DIY Investing

February 14, 2014 : 5:35 PM

I speak to a lot of investors that have previously managed their own portfolio. It is incredibly popular in the UK, as I imagine it is in other countries. We all fancy a dabble now and then, and picking investments … Read more

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App of the Month: London & Country Mortgages

February 10, 2014 : 11:33 AM

Our app of the month for February 2014 This is a nice little app for checking the latest mortgage deals as well as some really useful mortgage calculators. London & Country are one of the biggest mortgage brokers in the … Read more

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Lasting Powers of Attorney

February 5, 2014 : 8:01 AM

When preparing Lasting Powers of Attorney documentation if they have been prepared incorrectly or the procedure has not been complied with then the documentation may not be able to be registered.  If the Lasting Power of Attorney cannot be registered … Read more

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