Money Management Inheritance Tax Planner Award 2013

Money Management Inheritance Tax Planner Award 2013

  In the Money Management Financial Planner Awards 2013, Carole beat the competition to win Inheritance Tax Planner of the Year 2013. It is fair to say that all independent financial advisers are NOT made equal and when there is often so much mistrust in this...

What happens if my savings are threatened?

In the articles this year I have looked at a financial plan for a young person starting work through to mid life. In mid-life the best laid life plans may be upset by divorce and with divorce goes an upset in financial plans. The idea for this article came from...

Mid-life savings crisis

By the time you reach your mid years your savings plans should be well established. You will have no doubt dipped into your emergency plan money and also the “Adventure” money but hopefully there are still funds in all three sections of the plan. Now is the time for a...

The lean years – getting help

As the years go by most of us take on more responsibility and liabilities, perhaps we buy a house and take on a mortgage, we have a partner and maybe children. In order for the financial plan to work you have to keep saving and there may now be moments when it looks...