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Archive: Nov 2018

How to financially enjoy your Christmas – and the New Year too

How to financially enjoy your Christmas – and the New Year too | November 30, 2018

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!

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Watch out for the HMRC Scam!

Watch out for the HMRC Scam! | November 29, 2018

Over the past week there has been a notable increase in scam calls and fishing emails which on the face of it look as though they have come from HM Revenue & Customs (HMRC).

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Christmas markets aren’t the only ones to watch

Christmas markets aren’t the only ones to watch | November 28, 2018

If you started getting financially organised using my book this year, then you should have set yourself some outcomes in January. Those following the plan should have financial foundations in place, including a will, lasting power of attorney and an emergency reserve of cash. Some people will be in the phase of paying down their debt; others will be considering investments and saving for the future, which often means investing in the stock markets.

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The path to financial freedom

The path to financial freedom | November 9, 2018

What if I said we have everything within us to live a life beyond our wildest dreams and have financial freedom.  Would you believe me? It starts with having a clear vision of your goals.

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Estate Planning – The return of the probate fiasco

Estate Planning – The return of the probate fiasco | November 9, 2018

A week after a Budget which made no mention of inheritance tax reform, the Parliamentary Under Secretary of State for Justice has issued a written statement on increases to probate fees in England & Wales, what will it mean for your estate planning?

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