by Chris Weetman | 30 Sep 2014 | Financial Planning, Retirement Planning
Yesterday, the Chancellor announced that, from next April, he is removing the pension death tax. In a move expected to cost the Treasury around £150m a year, individuals “will have the freedom to pass on their unused defined contribution pension to any nominated...
by Chris Weetman | 15 Sep 2014 | Financial Planning
A new Green Paper, released by The Open University Business School’s True Potential Centre for the Public Understanding of Finance (PUFin), proposes that a UK consumer reluctance to take investment risk may actually be jeopardising our longer-term financial planning...
by Chris Weetman | 9 Sep 2014 | Financial Planning, Investment Planning, Life Planning, Retirement Planning
This is probably the most common question we get asked. In fact my latest 3 clients have all asked this question in different ways. We’re selling the business, how much do I need? I enjoy work, but could I afford to walk away? I don’t want to...
Improve Your Relationship with Money by Answering These 5 Questions15 April 2019
Get Your “House” in Order Before You Retire15 March 2019
Making Your Life Plan a Reality15 February 2019
Ten Investment Principles15 January 2019
How to Phase into Retirement and Take It for a Test Drive5 December 2018
