21 million people hold premium bonds with a staggering value of 70 billion! This gives each person a typical holding of just over £3k per person. So, what is a…Read More...

Paying for care has become a big subject and an ever-growing concern. Families understandably want to leave their hard worked for property and savings to their children and would prefer…Read More...

Listening to “spreadsheet Phil” presenting the budget last week got me thinking of how far we have come since the days when this was our only hope of formulating clients’…Read More...

The recent leaking of the documents known as the Paradise Papers was a very important event for the media. It filled papers and occupied web space during a slow news…Read More...

Chancellor of the Exchequer, Philip Hammond, offered an optimistic vision of the country’s future when he delivered his first Autumn Budget, and the second Budget of 2017, on 22 November.…Read More...

The Chancellor of the Exchequer, Philip Hammond, is set to deliver his second Budget of the year on Wednesday 22 November. His Budget Statement is expected to start at 12.30…Read More...

Why it is important and how do you choose the right provider? Critical Illness forms a very important part of any protection planning solution but I find many clients simply…Read More...

Last month I wrote about the implications of not having a “Lasting Powers of Attorney” in place and outlined the financial costs involved. Today I highlight some of the key…Read More...

An important part of managing our assets includes creating a Will. Death isn’t something we want to think about, but it’s going to happen to us all. Having a Will…Read More...