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Please see below for a range of useful blog posts, resources and latest news stories which may be of interest to you.

Videos

18 Sep 2018

Lifetime Cashflow Planning

Posted by - Glen Callow

16 Jan 2018

Lasting Powers of Attorney

Posted by - Glen Callow

10 Jan 2018

Protecting your assets

Posted by - Glen Callow

Resources

24 Sep 2018

You and Yours - Estate Planning

Posted by - Glen Callow

All too often, people put off estate planning. This is understandable as, rather than preparing for the here and now, it requires you to consider what will happen when your life is over, hardly something most of us rush to contemplate. Consequently, estate planning often becomes, and all too often remains, a do-it-tomorrow task. When it could suddenly become all-important… it might be too late. After all, accidents and illnesses do happen.

21 Sep 2018

The Bank of Mum and Dad

Posted by - Glen Callow

Parents have always supported their children in lots of different ways. These days, growing numbers of parents see their adult children struggling to build up enough in savings to put down the deposit on a house or to afford to move up from a first home to something larger. And, understandably, many parents want to do what they can to support their children financially with house purchase. This could be through a gift, a loan, helping with a guarantee when a mortgage is taken out or a range of other routes.

Latest News

8 Oct 2018

2018: The story so far

Posted by - Glen Callow

The third quarter of 2018 showed mixed results for global stock markets.In the US, shares have continued to power ahead, despite another ris...

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8 Oct 2018

Trick or treat? The Chancellor calls the 2018 Budget for late October

Posted by - Glen Callow

The 2018 Budget has been set for Monday 29 October, setting a deadline for speculation and proposals. Mr Hammond, however, has indicated tha...

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8 Oct 2018

Losing interest in cash ISAs

Posted by - Glen Callow

The popularity of cash ISAs is continuing to wane, according to new statistics from HMRC. With inflation persistently above interest rates, ...

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8 Oct 2018

A different view on tax reform

Posted by - Glen Callow

A leading think tank has proposed a radical shake up of the UK tax system.The Institute for Public Policy Research (IPPR) is a centre-left t...

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8 Oct 2018

More people working past 65

Posted by - Glen Callow

Do you fancy working once you have reached age 65? The trend of rising employment levels is not limited to working-age people, according to ...

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