Posts by Projects

Should You Treat Children Equally in Your Will? When you are writing your will, the default option is usually to leave your estate to your spouse, then to your children in equal proportions. But what if your family situation doesn’t fit into this neat template? There are a number of situations where it is appropriate…

Financial Planning for Teens: A Short Guide It’s never too early to learn the value of money. Good habits created now can lead to a lifetime of better decisions. Many parents would like to know how to set their teens on the path to financial security. As well as giving your child the best start…

High Earner? Invest Tax-Efficiently Like This Tax is one of those unavoidable facts of life. If you are a high earner, you will be well aware of this. Many tax loopholes have closed over the past decade, but there are still numerous options for investing tax-efficiently. Pensions Pensions are one of the most tax-efficient investment…

What is the ‘Safe Withdrawal Rate’ for your Pension? You’ve decided it’s time to retire. You’ve been paying into your pension for many years and now want to stop working and focus on other aspects of life. But, how much of your pension pot can you withdraw each year without running out of money? This…

How Wealth Management Can Help You Achieve Your Life Goals Financial planning is the process we use to help you achieve your goals. A financial plan combines several different aspects, such as tax efficiency and risk management, to arrive at the best solution for you. When many people think of financial advice, the focus is…

Trump Tariffs – What They Mean For Your Money On “Liberation Day” (2 April 2025), US President Donald Trump unveiled a set of global tariffs on around 90 countries and regional blocs, including China and the EU. The news has sent shockwaves across the media landscape, with many commentators now predicting a high chance of…

Paying Off Debt vs Investing If you have a lump sum or a regular amount to invest, you may be wondering about the best use of the money. Should you take the safe option and clear your debts? Or would it be possible to make a profit through investing? The answer isn’t straightforward and depends…

Financial Wellbeing: A Short Guide Many of us take our health for granted when we are planning for the future. However, living a healthy and fulfilling life is strongly linked to financial success. There is a great deal of evidence to suggest that finances and health are intertwined[1]. For example: Life expectancy is strongly correlated…