Image by Stevepb at pixabay.com Apart from the fundamental changes which have affected the financial advice sector in the last decade or so, it is sometimes easy to forget that there has also been much change in the field of financial products. Some of this will undoubtedly...
As the Treasury looks at ways to raise more revenue from taxation to pay for Coronavirus support measures, how likely is it that capital gains tax will be a focus of its attention and what changes might be made? And should you do anything...
Image from missavana on pixabay.com Inevitably in this profession, from time to time I come across advice from other advisers and it is hard to resist the temptation to pass a critical eye over it to see what solutions other people are recommending. The task is...
Those who were duped by fraudsters in financial scandals were persuaded to buy something which, had they stopped to think more closely, might have seemed too good to be true. Good advisers ensure that their clients understand what they are buying and take the trouble...
If you are looking for a financial planner to work with, you are likely to be in for a long term relationship, so it makes sense to look at more than one to increase the chances of finding a good match. So with that in...
Image by maxmann on pixabay.com We have seen several people recently who arrived with an existing portfolio on which they have been taking advice for several years. This is not uncommon, given that people with existing investments have either been managing it themselves or they have...
If you need a regular cashflow from your portfolio, it is worth considering more than just the income it produces as a way to provide it....