End of Year Planning
‘Tis the season to be jolly, and also a good time to review your finances. After all, most of us have at least some free time coming up and are more likely to be surrounded by the family that we …
Author: Ian Rex-Hawkes
I like to talk - way too much, in many cases!
Budget 2024
05/07/2024. London, United Kingdom. Rachel Reeves, Chancellor of the Exchequer poses for a photograph following her appointment to Cabinet by Prime Minister Sir Keir Starmer in 10 Downing Street. Picture by Lauren Hurley / No 10 Downing Street
Wow! I know this is the first Budget for a new party’s government in a long time, but I wasn’t expecting quite as much as there actually was in this announcement. I have read through the full Budget document and …
Beginner’s Guide to Inheritance Tax
A complete beginner’s guide to UK Inheritance Tax, including how to mitigate it
Beginner’s Guide to Pensions
A complete beginner’s guide to UK Pensions, how they accrue and how they pay benefits.
Fixed Fees – Another Case Study
I was trawling through Facebook this weekend and saw a post in one of the professional networking groups I’m part of. This specifically refers to St James’s Place, one of the largest restricted advice firms in the country. they may …
Case Study – Benefits of Fixed Fees
I was browsing the web this morning and saw a post from someone asking whether they were being offered a good deal when it came to financial planning. The rules of that site don’t allow me to step in and …
The Magic of Compound Returns
What does compounding do for your returns, and how can you make sure that you benefit from the magic of compound returns?
My Illness – An Income Protection Story
Some of you will already know that I had some health woes a few years ago, the effects of which will likely stay with me for the rest of my life. I was lucky enough to have employment when I …
All Time High
When is the best time to invest? Is it worth trying to time the market? What would you have done if you had capital to invest 20 years ago?
2024 Spring Budget
It feels like only yesterday that we had our last Spring Budget, and here we go with another one. Likely the last Budget before the general election, so this is the one with the highest chance of seeing gifts to …
