News & Articles
Our library of blog articles is a free resource we provide to help our clients and prospective clients understand their finances better. If you have any specific questions about planning your wealth to achieve your goals, then please contact us.
29 Mar 2022
5 things the FIRE movement has in common with financial planning
The FIRE movement is a small but growing lifestyle movement. It stands for “financial independence, retire early”, and challenges the traditional path of working until you’re in your 60s before retiring. While the steps FIRE members take can be extreme, it does share some of its core principles with financial… Read More
29 Mar 2022
5 effective ways to turn a lump sum into a passive income
Finding a way to create a passive income can give you more financial freedom and complement to your other sources of income. And, if you have a lump sum, there’s more than one way you can do it. A passive income is an income that requires minimal work to maintain. Read More
29 Mar 2022
A quarter of retirees are relying on an inheritance. Here’s why you shouldn’t
A significant proportion of retirees are relying on inheritances to fund their later years, but research suggests that it could place their future at risk. According to research from abrdn, almost half of UK retirees fear they will eventually run out of money. A quarter plan to… Read More
18 Mar 2022
5 financial mistakes US expats in London are making!
You have arrived in London from the US, settled into your career, arranged schooling for the children bought your house and invested your money for your retirement just like your colleagues at work. All fine so far? No! Remember you are still a US citizen. And the US is one of… Read More
18 Mar 2022
10 key concepts to understand and achieve financial independence
With everything that is going on around us at the moment, we can sometimes feel powerless, consumed by world events, scared by swings in markets and fearful of the short term. We should remember however that our financial future is something we can always actively shape and influence. So it’s… Read More
24 Feb 2022
10 Reasons to be cautious about investing in property
We are constantly asked particularly by clients and prospects, whether they should invest in property, such as in residential buy to let investments. It’s certainly true that real estate in the UK has appreciate significantly over the long term. The fact also that property prices are not updated on a… Read More
22 Feb 2022
10 tips if you’re taking on a property project
Whether you plan to purchase a fixer-upper or want to take on a project in your current home, a renovation can help you put your stamp on a property and increase its value. If you’re taking on a large-scale project, here are 10 tips to help you stay on track… Read More
22 Feb 2022
8 in 10 cancer patients suffer a financial hit. Here’s how protection policies can offer security
Being diagnosed with cancer can mean facing physical and mental challenges, but research finds that many patients also face financial obstacles. Research from Macmillan Cancer Support found that 83% of people with cancer in the UK experience some kind of financial impact from their diagnosis. More than… Read More
22 Feb 2022
Is the interest rate rise good news for savers?
After more than a decade of low interest rates, the Bank of England (BoE) has suggested that it will continue to gradually increase its base rate. With savers suffering from low returns, is that good news? In December 2021, the BoE increased its base rate from 0.1% to 0.25%. While… Read More
22 Feb 2022
8 things to do to give your finances a spring clean
As you start to put winter behind you, you may be thinking of giving your home a spring clean or the projects you want to take on over the next few months. As you do, don’t forget to think about your finances. Regularly reviewing your finances and plans for the… Read More
22 Feb 2022
Pension drawdown: Are you taking a sustainable income?
Flexi-access drawdown can provide retirees with more freedom to create an income that suits their lifestyle. However, Financial Conduct Authority (FCA) figures suggest that many retirees are taking unsustainable amounts from their pensions. It could mean they run out of money during retirement. The government introduced Pension… Read More
22 Feb 2022
State Pension Review: Why it matters to your retirement plans
If you’ve yet to retire, you may give little thought to the State Pension. But the government is currently reviewing it, which could mean millions of people will need to wait longer than expected until they can claim it. The State Pension Age is now equalised for men and women… Read More