Last Updated: Friday 28th February 2020 Global markets have seen a significant sell-off this week due to the increasing concerns of the coronavirus and the impact it is having on the global economy. …
Plan Your Pension Pot With This Life Expectancy Tool
Know when to retire with this Life Expectancy Tool A simple life expectancy tool is all it takes to make some smart financial planning decisions for the future. We are all living longer …
IEP Financial Scores Top Marks in FT Adviser Mystery Shopper Hove
This week we are very proud to have featured in a Mystery Shopper Hove article in the FT Adviser. The article compares interactions between a mystery shopper and other local Independent Financial Advisors …
Planning ahead – Wills & Lasting Power of Attorney
Do you need a Lasting Power of Attorney (LPA)? A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint people to help you make decisions on your behalf, …
Market Update
Since the end of September we have seen increasingly volatile markets, and this week doubts about the US/China trade deal had hit markets on Tuesday but with the US market closed on Wednesday …
Approaching Uncertainty in the Market
Will recent Stormy Swells In Global Markets Affect long-term Investors? We often see fluctuations in the market, sometimes significant. However, this is to be expected while investing. It’s never a welcome feeling for …
How Long Will I Need To Save For?
How long will your pension need to last? We are all living longer in the UK. On average, people aged 55 today will live to their mid-to-late 80s. Around 1 in 10 men …
Understanding Inheritance Tax
An Overview Of Inheritance Tax Inheritance Tax is a tax on the estate (the property, money and possessions) of someone who’s died. There’s normally no Inheritance Tax to pay if either: the value of …
Philanthropy Advice for Professional Advisors
Where Are Funds Spent When Donating To Charity? The demand for philanthropic advice continues to rise with more would-be philanthropists wanting to give locally but with no idea how to approach the challenge …
Passive Investment
The perils of passive investment Huge swathes of investor capital has been allocated to passive investment strategies over the past decade. Investors have feasted on the abundance of liquidity provided by central banks …
Investments Overview – 4 Key Points
Investments – Four Key Points The world of investments can seem very complex, and it is. There are countless factors and variables that are taken into consideration by investors. Some very factual while …
Business Protection
Succession planning: Why is business protection required? You can often overlook business protection when you arrange your insurances. In fact, all companies will have a variety of insurances. At the minimum: public and …
