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What effect could wars have on my planning?
It goes without saying that war is a humanitarian tragedy. We are not ignoring this, but many may worry about the impact of war on their planning and their portfolio. We will not aim to give any geopolitical or strategic commentary. That is not, and never will be, an...
Market Volatility – Russian Invasion of Ukraine
There is no doubt that a Russian invasion of Ukraine would have spooked global financial markets and oil prices. This is evident in how the global stock markets fell on Thursday (24 February) while oil prices rocketed. On Friday (25 February), the markets recovered....
What should I do with the pension I have inherited?
Inheriting a sizeable pension can dramatically alter a lot of financial plans. So how should someone make sense of the options available and use this money wisely? What is an inherited pension? When someone dies with money in a pension pot, this will usually pass down...
How do the new rules affect how much I could pay for long-term care?
Last year the government revealed new proposals for funding long-term care. At the time, much was made of the point at which someone needing to pay their care costs in full increasing to £100,000 and the overall cap on care costs being £86,000. The Government made out...
What should I avoid doing with my financial planning?
Following a financial plan and staying disciplined can be challenging. A good start can be with what someone shouldn’t be doing with their finances. Not having an Emergency Fund An emergency fund underpins a solid financial plan. We advise our clients to hold at least...
What should I do with the share options I have been awarded?
Some are lucky enough to be awarded shares in the company they work for. Companies can reward their staff with actual shares or options that they can exercise sometime in the future. What is the difference between shares and options? Shares and options have different...
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