What is the value of financial advice? £40,000 apparently
According to the ILC, people who take financial advice are on average £40,000 better off than those who don’t. Clearly this depends on the individual,...
Blogs & News
How will the 2018 Budget affect me?
While we wait to understand how Brexit will affect us, there are a number of changes coming this year, many recently announced in the 2018 Autumn Budg...
Five financial planning tips for 2019
Many of us look to January for a fresh start - to make changes or new resolutions, but why wait? Find out our top 5 tips for this year to make sure yo...
The Federal Reserve should do the right thing
Trump, China, Russia, Brexit - 2019 could be another unpredictable year, but Jon Cunliffe of Charles Stanley is anticipating reasonable stock market p...
The importance of pension scheme governance
Now that contributing to employee’s pension is compulsory to compliance, the importance is shifting to not only providing a workplace pension – but to...
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 ret...
The constraints of making gifts under a Power of Attorney
Can I make gifts as a Power of Attorney? It’s a common question, and the answer is yes - but there are strict rules to be adhered to. Neil MacGillivra...
Resolving financial issues in family disputes
Disputes over matrimonial assets, arrangements for children, or in situations where parties are not married; in these scenarios Claire Colbert, Family...
Cashflow planning: visualising financial journeys
Cashflow planning allows advisers to show clients how their financial journey will unfold if it continues its current trajectory or with positive and...