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The five fundamentals for leaving money to your loved ones image

The five fundamentals for leaving money to your loved ones

There’s an old saying that nothing is certain except death and taxes.

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Five Tips on Using Gifts to Reduce Inheritance Tax image

Five Tips on Using Gifts to Reduce Inheritance Tax

As the saying goes, it’s better to give than to receive.

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Understanding Inheritance Tax Liability image

Understanding Inheritance Tax Liability

Will I have an inheritance tax bill? 

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Three tips for passing your pension on to your loved ones image

Three tips for passing your pension on to your loved ones

Do you consider your pension an asset in the same way that you think about assets like property, bank accounts, cars, and investments?

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6 bad habits to avoid during retirement image

6 bad habits to avoid during retirement

Planning for retirement can be complicated, as anyone approaching the end of their working life will tell you.

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When Life means Life image

When Life means Life

Some people object to insurance on the principle that it may not provide any tangible benefits.

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Love yourself, love your finances image

Love yourself, love your finances

We’ll be the first to admit that your personal finances aren’t the easiest thing to fall in love with.

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Shell Ordered to Cut Emissions - What does this mean? image

Shell Ordered to Cut Emissions - What does this mean?

You may have noticed in the news recently that Shell have been ordered by the Dutch courts to reduce their carbon pollution by 45% by 2030.

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Financing a Sustainable Future: Climate and Beyond image

Financing a Sustainable Future: Climate and Beyond

Global Ethical Finance Initiative (GEFI) are a non-profit organisation dedicated to enabling finance to deliver positive change. They believe that in order to drive this positive change, they need to connect people and ideas with the goal of helping to achieve the UN’s Sustainable Development Goals.

This year, between the 8th and 10th of June, GEFI are hosting their…

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Lessons in Work Life Balance from Mr. Frostick image

Lessons in Work Life Balance from Mr. Frostick

You may have come across the recent story of Jonathan Frostick.

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Can Pensions be a force for good? image

Can Pensions be a force for good?

Many in the financial services industry will remember the first advice we were taught to give clients: ‘Save first, and then spend what’s left. Don’t do it the other way round.’ Or words to that effect.

The problem was, of course, that many people were not good savers, especially when it came to saving for retirement. After all, it was a long way off, and there was this year’s holiday in…

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Could your face replace your bank card? image

Could your face replace your bank card?

Once upon a time we bartered; we exchanged animal skins for meat and sold our labour for a square meal.

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