Financial fitness

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financialfitness
Time to track and celebrate your wealth goals?

With the Christmas festivities now a distant memory, money matters are firmly on people’s minds this year according to recent research[1]. A poll of more than 3,500 UK adults[2] found the most common money goals are: putting more money into their savings accounts (21%); paying off their credit cards or loans (17%); and starting a regular savings habit (15%). Some people also plan to reduce their household expenses by switching energy suppliers and insurers (9%). Continue reading…

Bank of Mum and Dad

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Bank of Mum

The UK’s most lenient lender?

The Bank of Mum and Dad is potentially the UK’s most lenient lender, and its relaxed approach means it ends up writing off huge numbers of loans each year, according to new research[1]. Continue reading…

Family succession planning

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family
Taking advice early and developing a personal financial plan is crucial to meeting long-term goals

Succession planning may be one of the most challenging experiences facing any leader, especially an entrepreneurial business person who has built a family business from scratch, so it is crucial to get right. For a family business, transition is a once-in-a-lifetime decision. Perhaps no challenge has as much potential to exacerbate the special stresses – or, conversely, highlight the special advantages – of operating a family business. Continue reading…

Looking ahead to your retirement years

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Making sure you can sustain the level of income you need

From stopping work altogether to a slow and gradual reduction of commitments – retirement means different things to different people. Making sure you can sustain the level of income you need as you move away from full-time employment or your business interests is key to a long and happy retirement. Continue reading…

Assessing current and forecasted wealth

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Making the most of your money to achieve your financial objectives

To be in a position to navigate the financial aspects of your unique life’s journey you need to regularly track your progress towards key goals such as paying off your mortgage, buying a second home, building a retirement fund or setting up an Inheritance Tax trust. Continue reading…