Blogs & News
Best practice in running a business, key financial reports and cloud efficiencies
A growing trend in working life is for people to begin businesses later on in life, sometimes to phase their retirement or to earn extra income in retirement. Steve Blissett of Rodliffe Accounting, a London-based firm specialising in small business accounting, outlines best practice for starting a new business and sheds light on the technology [...]
The constraints of making gifts under a Power of Attorney
A frequent question asked by clients who have been appointed as attorneys is whether they can they make gifts on behalf of the person for whom they act for (the donor)? The answer is yes, but there are strict rules which have to be adhered to. It cannot be emphasised enough that attorneys have very [...]
Resolving financial issues in family disputes
As a family lawyer I have advised clients for over 15 years and seen a number of different trends and ways in which disputes are dealt with when there is any form of family separation or divorce. These disputes are often focused on the division of matrimonial assets, arrangements for children, or in situations where [...]
Cashflow planning: visualising financial journeys
Cashflow planning is a bit of a buzz phrase around financial planning at the moment as advisers seek to show clients how their financial journey will unfold if it continues its current trajectory or with positive and negative impacts. In my mind, cashflow planning is simply showing whether a client’s objectives are attainable using current [...]
How investors are supporting environmental and ethical causes
When many of us think about our legacy, we think financially. How much could we leave our descendants and how should it be structured? Both very common questions for financial advisers, but increasingly people are considering the legacy of the planet and the society they’re leaving behind and want to make a financial difference. This [...]
Living the Future Life – should we be planning to live to 100?
Increasing life expectancy is one of the biggest challenges facing pension providers and financial advisers. It presents unique challenges to our assumptions, habits and everyday spending decisions. A fascinating report called Living the Future Life by the Pension Policy Institute looks into the impact of living longer on four key areas; housing, work and skills, [...]
Why the triennial re-enrolment point is the right time to review your pension scheme
Bramwell Towse, Director of Corporate Solutions at Wren Sterling, describes what he has seen in the market as employers consider the suitability of their scheme at the triennial re-enrolment point The triennial re-enrolment of auto enrolment schemes is naturally leading to employers questioning the scheme that was put in place first time around. For the [...]