by Martin Dodd | Mar 1, 2017 | Blog
David Cameron famously once said he wanted the Inheritance Tax nil rate band for a couple to be £1 million. Despite not being the Prime Minister any longer, he is finally getting his wish and it is about to start happening with effect from the 6th April 2017,with the...
by Martin Dodd | Jan 22, 2017 | Blog
We’ve all heard about the introduction of ‘pension freedoms’ that came into effect in April 2015 and many investors have taken advantage of the new rules when it comes to taking money out of a pension. Instead of buying an annuity at age 65 when retiring, many people...
by Martin Dodd | Jan 2, 2017 | Blog
It’s pretty difficult to get by in life without having to make financial decisions about what you should do for right now in the moment, the medium term and for the long term. In fact, you just have to make decisions any way you look at it. So, as a financial adviser...
by Martin Dodd | Jan 2, 2017 | Blog
After more than a few decades of advising my clients regarding their financial affairs, it always amazes me how little many couples know about their significant other’s financial position. The reasons are many, ranging from, “we never talk about that sort of stuff” to...
by Martin Dodd | Dec 1, 2016 | Blog
In this day and age it’s hard to believe that some financial advisers neglect their clients and fail to look after them properly. After all, looking after your existing customers is far better, not to mention financial more sensible, than having to find lots of new...