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Financial Adviser articles
A guide for planning the ultimate “vacation” So How Much Do I Really Need? When it comes to working out how much money you will need, no two people are exactly the same and a one-size-fits-all definitely isn’t going to work. Most of us will need to...
A guide for planning the ultimate “vacation.” Everyone loves a good holiday and none more so that hard working business owners. After all what are you working to build a business for. So, wouldn’t you agree, that planning for a vacation can be a lot of...
Who wants to work forever? Well, probably not that many of us and even if we did, we probably would like to slow down a little bit, so that we can enjoy the fruits of our labor. I’ve been working with business owners for over 30 years helping them build up enough...
There are so many myths about pensions that people tell me, that I thought it was time to correct a few misperceptions. Planning for retirement is and can be quite a daunting tax, so knowing what you need to know is very important. And correcting misguided beliefs,...
Pension freedoms have changed retirement planning forever, unless of course the Government changes their mind, yet again. To be fair, the gene is out of the box and it would be difficult to see how we could see a return to how pensions worked and a return to the past....
3 reasons why more people are using trusts Trust can be very useful and effective when it comes to financial planning. However, many people are skeptical of them and distrust them. Pardon the pun. The reality is that there is no need to be concerned about Trusts as...
