by Chris Weetman | 12 Dec 2013 | Financial Planning, Retirement Planning
Investing for retirement is more complicated than simply opening a personal pension plan or joining your company’s pension scheme. In fact, many people find the thought of planning their retirement a bigger challenge than dealing with expenses or saving money....
by Chris Weetman | 7 Nov 2013 | Financial Planning, Investment Planning, Retirement Planning, Tax planning
It pays to be prepared as retirement nears – be prepared for change and the inevitable decision-making. The Money Advice Service recommends that from about two years out, you should start thinking about your options and planning for the choices you’ll need...
by Chris Weetman | 30 Oct 2013 | Financial Planning, Inheritance Tax Planning, Investment Planning, Retirement Planning, Tax planning
As long as house prices rise faster than inflation, your home is likely to be the most significant contributor to the valuation of your estate. As property prices find a way to rise again, and news of a potential bubble continues to surface, the danger for some of us...
by Chris Weetman | 17 Oct 2013 | Financial Planning, Investment Planning, Retirement Planning
In the old days ‘attitude to risk’ was a very simple concept: clients were either ‘cautious, balanced or adventurous’ and woe betide the adviser who strayed outside those three boxes. There are at least three important aspects to risk that need...
by Chris Weetman | 17 Oct 2013 | Financial Planning, Investment Planning
It may or may not have escaped your notice that on Monday this week, this year’s Noble Prize in economics was awarded to three American economists; Eugene Fama, Lars Peter Hansen and Robert Shiller, who have spent their academic lives looking at market pricing...
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