- Filter byAll
- Filter byLife Insurance
- Filter byPensions
- Filter byCorporate Investments
- Filter byPersonal Investments
- Filter byLatest News
- Filter byPrivate Healthcare
-
COVID-19: What it means for pensioners
From early on in the Coronavirus pandemic, it has been apparent that older people are more vulnerable to the disease. The over-70s and anyone with underlying health conditions have been advised to isolate as far as possible. We are not medical experts, and would urge you to follow professional…
-
Investing in a down market: what should you do?
The market has been almost unrelentingly positive over the past decade. There have been some small bumps, including uncertainty over Brexit and Trump’s trade disputes, but ultimately, the economy moved on. So for many people, particularly those who have only started investing in the last ten years, the recent volatility…
-
Wills, trusts and powers of attorney
While many clients understand the potential of an investment plan, or the tax-efficiency of a pension, estate planning is a less exciting prospect. No one wants to think about their own mortality, and taking steps to plan for death can seem like tempting fate. But rather than dwelling on the…