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Why You Need a Lasting Power of Attorney

We found an interesting article on www.mortgageintroducer.com this week reporting that Lasting Power of Attorney (LPA) applications are set to rise by 12% this year. Undoubtedly this makes sense as more and more of us have ever complicated financial affairs … More

The Rules of Intestacy – Are You Up To Speed?

The changes to the Intestacy Laws enacted on 1st October 2014 mean that for married couples and civil partners without children, previously the first £450,000 of the estate plus half of the remaining estate went to the surviving spouse. The … More

New pension freedoms may land you with an unexpected fine!

It has come to light that thousands of savers face being hit with huge fines from the taxman – simply for taking advantage of the changes to pensions allowing people to use their pension like a cash machine. Buried in … More

9 reasons you’d be mad not to invest in a pension

George Osborne must really have it in for the annuity providers. I mean, haven’t they suffered enough already? Since he did away with rules that required an annuity for pension savings, the life assurance sector has taken a real beating. … More

September 2014 Market Overview

The three month period to the end of August saw positive total returns for most major asset classes in local currency terms. The FTSE World ex UK Index rose 3.9%. Leading the way were Emerging Market equities and Asia ex-Japan … More

August 2014 Market Overview

The three month period to the end of July has seen positive total returns for most major asset classes except UK equities, which saw a marginal decline. Despite this, it has been a difficult time for active equity fund managers … More

An interest rate rise before an election….. really?

There has been much noise over the past few weeks concerning the path of UK interest rates. The base rate, currently 0.5% has been at this historical low for over 5 years now and calls have been increasing of late … More

Is Woodford the answer to your investment prayers?

Today is the grand launch of Neil Woodford’s new investment fund venture. For those who don’t already know him, Mr Woodford was the star fund manager of Invesco Perpetual’s Income and High Income funds and was one of the few … More

May 2014 Market Overview

The FTSE All-Share Index returned -2.2% during the three months to the end of April. Over the same period, the FTSE World Ex UK index rose 5.3% in local currency terms, however Sterling strengthened somewhat over the period and this … More

April 2014 Market Overview

The FTSE All-Share Index returned -0.6% during the first quarter of 2014. Over the same period, the FTSE World Ex UK Index rose 1.3% in local currency terms, however Sterling strengthened somewhat over the period and this reduced the FTSE … More

Budget biggest pension changes for a generation

Well that raised some eyebrows didn’t it! Governments have come into much criticism over recent years for their constant tinkering with pension rules and regulations. Every year we seem to have a new raft of pension changes which do nothing … More

March 2014 Market Overview

The FTSE All-Share Index returned +3.9% over the three months to the end of February. Over the quarter, the FTSE World ex UK Index rose 2.5% in local currency terms, however Sterling strengthened markedly over the period and this reduced … More

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Why should I worry?

We believe the future should not be left unplanned.

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Lasting Power of Attorney?

Read the story of Heather Bateman to see why everybody should have one.

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