Monthly Archives: December 2021
Inheritance Tax
What will your legacy look like?
Intergenerational planning helps you put financial measures in place to benefit your children later in life, and possibly even your future grandchildren, so it’s important to start planning early.
Recognising a scam
Scammers present themselves as an authority you can trust
If it seems too good to be true, then it probably is. Every year, millions of people are targeted by scammers. There are many different types of scam, however they all share one thing in common; they are all dishonest ways for people to make money, using deception to trick people into handing over hard-earned cash.
Cash flow is king
Making sure you don’t run out of money before you run out of life
A fundamental part of a sound financial plan
Are you protecting what matters most against the financial impact of a life-changing event?
Are you protecting what matters most against the financial impact of a life-changing event? The coronavirus (COVID-19) outbreak has led to a tragic number of deaths. The pandemic has made many of us realise the importance of having life insurance as a fundamental part of a sound financial plan.