Category Archive for "Finance"

Grim reaper on a road

How relevant life policies help to deal with death and taxes

Death is inevitable, taxes can often be managed to some extent.  Using relevant life policies instead of life insurance can be an astute way to help those who are left behind after a bereavement without incurring a hefty tax burden….

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How a financial professional can help you protect yourself and your family

SWOT analysis is a hugely useful business tool.  The acronym stands for “Strengths, Weaknesses, Opportunities and Threats”.  Strengths and weaknesses are internal to the organisation, while opportunities and threats are external.  In principle, the concept can work just as well…

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Senior couple meeting with agent or financial advisor

Why you can put your confidence in a trust

We all have to face up to the fact that at some point in time we are no longer going to have a place on this earth.  By acknowledging this reality, we put ourselves in a position to take steps…

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Businessman pressing high tech type of modern buttons on a virtual background

Thinking global, acting local

As you go about your daily life, heading to work, to the shops, to your leisure activities, walking the dog, some parts of the world may seem very remote to you.  In fact, regardless of where you live, somewhere in…

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time to invest concept clock

Welcome Relief For Investors

The old joke about death and taxes being the only constants in life will probably ring particularly true to many people when it comes time to fill in tax returns.  The good news is that there are various forms of…

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Making Sure You’re On The Right Platform

Life can get really hectic and one of the keys to staying on top of everything you need to do and to manage is to ensure that you have a place for everything and everything in its place and that,…

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Doctor hands holding white card sign with health check text message

3 Reasons to Make Time For A Regular Health Check

Sometimes it can feel that there’s not enough time in the day to do whatever it is you absolutely need to do, let alone get started on what you want to do or what you feel you ought to do. …

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Getting Ready To Meet The Grim Reaper

Death is a fact of life, but life goes on for those we leave behind and so being prepared for the reality of your own death can go a long way to easing the making life easier for those who…

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2017-2018 change represents the new year 2018, three-dimensional rendering, 3D illustration

Top Financial stories of 2017

As we prepare to bid a (fond) farewell to the year 2017, here’s a quick round up of the year’s main financial news. January While it wasn’t, strictly speaking, financial news, the inauguration of President Trump, was pretty much guaranteed…

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Falling British Coins

Looking After Your Pennies

Look after your pennies and your pounds will take care of themselves. It’s an old piece of wisdom and it still has a lot of value in a modern world. Even though it may seem pointless just to save a…

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