Archive

Retirement Planning

The triple lock has significantly improved the lot of those in receipt of state pension, but an aging population has forced the government to push back the age from which we can expect to receive that pension. Women in particular feel extremely aggrieved about how their state pension entitlement has been eroded. How can we […]

Budget for 2019

This week’s program will cover How to so organise your affairs that you enter 2019 organised, in control and confident about the future! Whether this be through the use of a budget planner or the elimination of unnecessary monthly costs, there are many ways to make ends meet and avoid slipping into a spiral of […]

Christmas Financial Planning

Although we usually associate Christmas with precious family time and offering gifts to loved ones, we all tend to over consume and for many Christmas is overshadowed by debt and financial worries. Get organised early and set a clear and realistic budget in order to avoid overspending and ending up reliant on credit cards or […]

Stress

This week’s program focuses on stress. Money worries are a major stressor and a major contributor to poor mental wellbeing. The NHS website has a whole section on coping with money worries; while earlier this year CNBC reported that over 85% of Americans have at least some money related stress with a whopping 30% admitting […]

Inheritance Tax

As I write this blog Money Talk will be focusing on Inheritance Tax – once described by Roy Jenkins as a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue. Of course those were the “good old days” and despite the arguably much overdue addition of a residence […]

Request a Call Back

If you'd like us to call you back please complete the form and we'll be in touch as soon as possible.