Posts by Chris Weetman
Have you made a will?
How to help your children with University costs
With students facing an estimated £50,000 bill for a three-year degree from next year, parents are considering ways to help their children with university costs
Optimising the return-risk trade-off
The risk-return trade-off is a concept that every investor should be familiar with. Stated simply, it means that to gain a higher potential return on an investment, you have to accept more risk.
Could your life cover be more tax efficient?
How to be the world’s worst investor! (Common and costly mistakes to avoid.)
Consider ALL your Retirement Options
The last 20 years have seen significant changes to the options available for those retiring and taking benefits from pension schemes. Typical levels of annuity income can be 40% of 1990 levels whilst at the same time life expectancy has improved by an average of 8 years for males aged 65.
10 Questions to ask a Financial Adviser
What should you ask your new financial adviser? A list of 10 helpful questions.
Paying Education or Care fees tax effectively.
Any client who is paying any money toward educational costs (for their child or their spouse’s child) or for care fees (for any relative) could be better off exploring a trust option to make the payment, as once earmarked under a trust they will take the money outside of their own Estate for IHT purposes.
Flexible Pensions
One of the most welcome changes in the new Pensions legislation was the introduction of Flexible Drawdown.
Looking forward to your 100th Birthday?
New figures from the Department of Work and Pensions (DWP) show that over two million people who are already over age 50 will reach their 100th birthdays.
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