by Gretchen Betts | Jan 31, 2017 | Lifestyle, Technical
Downsizing your home traditionally is seen as an option once offspring have flown the nest, or when the task of maintaining, repairing, cleaning and heating a large home becomes too onerous. However, a 2016 study by Saga found that 2.3 million UK homeowners aged 55...
by Gretchen Betts | Jan 24, 2017 | Guest Blogs, Money
Talking about money, at any stage of a relationship, can be difficult. However, NOT talking about it can result in problems that only escalate over time. Whether it is you or your partner who feels the most uncomfortable opening up about your finances, there are...
by Gretchen Betts | Jan 17, 2017 | Lifestyle, Technical
How to choose the right financial gifts for your grandchildren We speak to many clients who have excess income or savings in later life and who want to give their grandchildren a financial boost. It’s tough out there for the University leavers and it is getting harder...
by Gretchen Betts | Jan 13, 2017 | Lifestyle, Technical
Our Financial Planning Philosophy When people hear the words ‘Financial Planning’ many still associate this with product specific advice about pension plans, investments and life insurance. But Financial Planning is more than this. It’s about helping you to determine...
by Gretchen Betts | Jan 10, 2017 | Case Studies, Lifestyle, Technical
The Residence Nil Rate Band (RNRB) will be introduced from 6th April 2017, in addition to the standard Nil Rate Band (NRB), and has been designed to help protect the family home from Inheritance Tax (IHT). We know that a lot of people will be affected by this change,...
