Jun 28, 2019
I had a conversation yesterday with a lady I know. Not a client, I should add.
She's recently discovered that a quarter of her pension pot is invested in Woodford Equity Income, where trading remains suspended.
The first she heard about her exposure to the fund was when her pension provider wrote to her to let her know...
Jun 24, 2019
What can the ideas of history's greatest economists tell us about the most important issues of our time?
Since the days of Adam Smith, economists have grappled with a series of familiar problems - but often their ideas are hard to digest, before we even try to apply them to today's issues.
My guest today is Dr...
Jun 21, 2019
The suitability of advice to transfer from a defined benefit (DB) pension scheme to a personal pension has faced a great deal of regulatory scrutiny in the past couple of years.
Deciding to transfer a promise of guaranteed income to the uncertainty of an invested capital value is far from simple. This choice represents...
Jun 17, 2019
If the most precious thing we have is time, the most highly prized expertise should be knowing how to spend it well.
Yet, busier than ever, do we really understand which experiences bring us joy and success, and which don’t?
After all, we’ve learned how to spot the difference between junk foods and superfoods. When...
Jun 14, 2019
In the world of Financial Planning, the goal when it comes to tax is to pay as little as necessary.
This approach is legal tax avoidance, rather than illegal tax evasion, and it involves making use of available allowances and reliefs to manage your tax affairs most efficiently.
But what happens when you pay too little...