Events

 

Taking Stock: Brexit and the markets

There’s been a lot of economic modelling in the news lately as the Brexit debates roll on. Steering well clear of any politics, what’s the potential impact of next week’s vote in parliament on the markets and our investments? The possibilities outlined by Mark Carney were stark – but it’s important to remember he was talking about the worst-case scenario, the extreme that might occur according to his modelling.

December 4, 2018
 
 
 

Enjoy your Christmas – and the New Year too

Christmas is one of those times of year where sensible people do some silly things. We might have been good all year when it comes to our health, diet or money, but then the jingle bells come on the radio and the streets are decorated with magic, and we forget everything and overindulge!

November 30, 2018
 
 
 
 
 
 
Money management for kids

I’ll Help you to Save Scheme

The government have just launched a new savings scheme called “Help to Save”.  It allows you to save upto £50 a month over four years (up to a maximum of £2,400) and receive a 50p bonus for every £1 you save. Find out more about the benefits on this scheme along with how you open an account.

October 19, 2018
 
 
 

It’s time to get smart about Credit (DEBT) Day

In the US, the third Thursday every October is Get Smart About Credit Day, and we should piggyback on that here. It could be called Get Smart About Debt Day, because that’s exactly what credit is, it’s not our credit, it’s our DEBT. Whatever you want to call it, use the day to begin the process of climbing out of debt with my simple tips.

October 17, 2018
 
 
 
Pension freedom Q&A

Bank of Mum and Dad? Put Yourself First

Parents helping out their children (and grandchildren) financially is a tricky topic because it’s so caught up in emotion and love that it’s not always easy to make sensible decisions. I have two kids and I love them dearly – but there’s a reason it tells you on the airplane safety briefing to put your own mask on first before you help your children. In the same way, financial support for your family is a case of secure yourself first.

October 15, 2018
 
 
 
 
Financial planning for couples

Common tragedy clause in a will / charitable legacies

The death of Richard Cousins, a 58-year-old widower who perished in a tragic sea plane accident on New Year’s Eve 2017 along with his two sons, his fiancé and her young daughter, has brought the subject of wills and charitable legacies to the forefront of media and public attention. Richard Cousins was head of the…

September 14, 2018
 
 
 
 
 

Let’s make Q3 amazing!

I think Q3 is the one of the most exciting times of the year: on one hand you’re thinking about how quickly time flies, and on the other there are six months left of the year, plenty of time to do something about achieving your goals.

July 26, 2018
 
 
 
 
 

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