How to get your state pension

Did you know that you do not receive your state pension automatically?  You have to claim it!  If you don’t claim it, you don’t get it! Remarkable but true.   I received my letter from the Department for Work & Pensions on the very day I am writing this blog.  The...

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Tax planning in the 2024/25 tax year

Tax planning in the 2024/25 tax year Now we have entered the 2024/25 tax year, individuals and businesses must navigate the complexities of tax planning to ensure they are both compliant and efficient in managing their liabilities. The ever-evolving tax landscape,...

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A crypto currency investment strategy

The launch of three new spot Bitcoin Exchange Traded Funds (ETFs) in the US over the last couple of months has resulted in huge inflows of funds averaging $125 million every day over the first four weeks after their launch.  In the first month alone they raised more...

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Why you need an Independent Financial Adviser

Did you know that the average value offered by a financial planner is 3% a year?  This is supported by the Vanguard Adviser Alpha Study.  The following table was extracted from the study. It makes interesting reading, doesn’t it?     Interestingly a number of the...

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Useful guides

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16 Questions To Ask Your Independent Financial Adviser

How to find an Independent Financial Adviser

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