by Dan Eatch | Apr 12, 2019 | Investments, Wealth planning
A regular savings plan is one of the most effective ways of building a nest-egg for the future. Saving regularly can be a painless way to accumulate funds, particularly if you set up a direct debit to deduct this money on pay day. Set aside £100 a month, and you will...
by Dan Eatch | Mar 29, 2019 | Life assurance, Pensions, Savings, Tax planning, Wealth planning
Life expectancy has stopped increasing, according to a report from the Office for National Statistics (ONS) issued in September, but we are still living longer than ever before. Between 2000 and 2010, average life expectancy at age 65 rose by 2.4 years for men and by...
by Dan Eatch | Mar 15, 2019 | Investments, Savings, Wealth planning
Demand from investors has been growing for funds that combine financial returns with a social conscience. Over £16.7 billion is under management in ethical funds, a threefold increase over the past 10 years, according to figures from the Investment Association...
by Dan Eatch | Mar 1, 2019 | Life assurance, Mortgages, Pensions, Savings, Wealth planning
An impact on your credit history could be one of the unexpected consequences of recent, high-profile data breaches. With customers’ personal details being accessed from companies such as Sony and Facebook, fraudsters now have access to a huge amount of data. It pays...
by Dan Eatch | Feb 15, 2019 | Life assurance, Savings, Wealth planning
Like all legal documents, your will must meet certain requirements. Firstly, a will must be signed and witnessed to be valid. You must have two witnesses who can’t be beneficiaries or be married to a beneficiary. If your circumstances change – perhaps selling a...
by Dan Eatch | Feb 1, 2019 | Pensions, Tax planning, Wealth planning
The last Budget before Brexit proved to be more interesting than expected. The 2018 Budget was delivered five months before the Brexit deadline and the start of the 2019/20 tax year. It threatened to be an interim affair, as decisions announced in October risk...
