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Investing – What is the value of Financial Advice?
It has never been easier to manage your own money. Online platforms, and a wealth of information at the touch of a button, mean that investments are accessible for everyone. Often, investments alone do not make a financial plan. A clear strategy is needed to navigate the options and help…
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Sustainable – Investment funds for the modern world
Typically, in the past, sustainable or ethical investing has been categorised as being for the minority however, research is showing that more and more people are investing in sustainable funds and not only that, in some instances they are out-performing traditional funds. As time goes on this sustainable or ethical…
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The IOM Pension Freedom Scheme (PFS) – What is it?
Back in February 2018, the Treasury Minister, the Hon. A L Cannan, MHK, announced the introduction of some new legislation surrounding personal pensions. This legislation became effective from the 6th of April 2018 on the Isle of Man to bring about pension freedoms and enable new products offering further…
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Isle of Man State Pension – how does it work?
When talking about pensions, people can often be referring to the state pension scheme that is provided by the government. This type of pension scheme has often been subject to a lot of confusion as to what it really does, how you accrue the credits required to have the…
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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…
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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…