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Latest News
June 05, 2023 by
10 Smart ways to prepare for a meeting with your financial adviser
Having clear life goals is the only way to get the best out of financial plans and reviews. With that in mind, I thought I’d share my own thoughts on getting the most out of your first meeting with a new adviser, or any review meetings you have with your current financial expert.
Read more January 27, 2023 by
Top 5 financial tips for expats
In a recently published Mental Health studies, it’s suggested that 35% of expats name financial security as a worry. In order to de-stress any unnecessary challenges you may face, I’ve put together my Top Five Tips for managing your personal finances whilst living abroad:
Read more November 21, 2022 by
The Good, the Bad and the OBR
On Thursday 17 November, The Chancellor announced his much anticipated Autumn Statement. In it Jeremy Hunt outlined the three financial pillars on which he is taking the economy forward – stability, growth and public services.
Read more October 10, 2022 by
The Chancellor’s Announcement
As our new Chancellor, Kwasi Kwarteng has just announced his new growth plans, alongside the largest package of tax cuts seen for generations. This has caused, what he referred to as, “a little turbulence in the markets”. Given this gross misrepresentation of the result of his actions, I thought it might me a good time to examine some of the highlights from his announcement and what they could mean; and why you’re in safe hands with Bridgewater’s evidence based approach to investments.
Read more February 25, 2022 by
In a volatile world, take a breath
To say that the world has faced a few upsets in recent months is somewhat of an understatement. Add to that the current escalation of tension in Eastern Europe and the oncoming economic uncertainty that that will cause and you may be forgiven for questioning your current investment strategy.
Read more October 06, 2021 by
Trust us to know about Trusts
It’s widely recognised that setting up a Trust is an effective way to minimise estate taxes following death. Not only that, but they can also used to ring-fence assets out of the reach of current or future creditors, or potential divorce settlements that beneficiaries may face once an estate passes to them.
Read more September 13, 2021 by
Social Care & Wealth Protection
There are some interesting things afoot in the world of personal taxation. With two seemingly separate, but intertwined, taxes that all of us should be thinking about. They are the freeze on Inheritance Tax (IHT) and the 1.25% levy and dividend tax the Prime Minister has just introduced to help fix social care. With hidden connections and implications that could directly affect your estate.
Read more March 06, 2021 by
A good or bad budget for your personal finances?.. Let’s find out!
Rishi Sunak’s pandemic budget was certainly one of history’s more unusual Chancellor’s statements, given the circumstances in which it was delivered. The Chancellor continued to focus his attention on spending in order to help keep the UK economy and businesses afloat, as we slowly come out of the Covid-19 Pandemic. It’s widely accepted that all this spending will somehow have to be paid for further down the line.
Read more January 02, 2021 by
Goodbye 2020… Hello Brexit!
As we say goodbye to 2020, we usually look back and take stock of the events that have unfolded in the last 12 months. Well, I think we’ve all had a pretty miserable year, so let’s look forward instead. But let’s do that with this maxim in mind…
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