08 Jan New Year 2021
It’s that time of year again that inspires us to try and stick to some New Year’s resolutions, whether they be lifestyle, diet, fitness or finance related....
Financial planning
23 Dec Christmas to do list
It’s that time of year again and, as in previous years, here’s my list of things you could do over the festive period if you have some spare time - and given the restrictions, you might actually have more than in previous years!...
11 Dec Short term hindsight investing
If we could invest by simply looking at what has done well in the recent past, then life would be so much simpler. ...
27 Nov Negative interest rates
Negative interest rates represent a transfer from savers to borrowers but how could this affect your longer term investments and what if anything should you do about it?...
13 Nov Markets are noisy
Markets are 'noisy' which can lead to an over emphasis on short term performance and the potential to make bad decisions based on our emotions. ...
30 Oct Virtual conference
I usually attend a financial planning conference run by the Chartered Institute of Securities and Investments (CISI) but this year was different....
15 May Gift Aid
When discussing charitable donations with clients, friends and family I often get asked how Gift Aid works and what if anything needs to be recorded in tax returns....
02 Apr Strange times
We’re all currently living in very strange times. World stock markets have all suffered big falls and many of us are rightly concerned by this. But ...
19 Mar Defined benefit pension transfers
Lots of people are considering transferring their defined benefit pensions on the back of just thinking that a higher transfer value means it’s a ‘no brainer’ but it is not that simple...
