by Gretchen Betts | Apr 17, 2023 | ISA
A Junior ISA is a long-term savings account set up by a parent or guardian with a Junior ISA provider, specifically for their child’s future. They have all the same attributes as a normal ‘adult’ ISA – it grows tax-free and is available to withdraw tax-free....
by Gretchen Betts | Apr 14, 2023 | Financial Planning, Impact Investing
This week it’s World Earth Day. Earth Day is an annual celebration that honours the achievements of the environmental movement and raises awareness of the need to protect our natural resources for the future. To celebrate this, we’ve asked Investment Managers EQ...
by Gretchen Betts | Apr 8, 2023 | Cash flow, Financial Planning
As part of our usual annual planning exercise with the majority of our clients, during our annual planning meeting, we will talk about your plans for the year ahead and thoroughly review your lifetime cash flow forecast, taking into account any changes you’d like to...
by Gretchen Betts | Mar 31, 2023 | Guest Blogs
Gretchen has asked me to tell you what I’ve been up to since retiring. Having decided to retire in the middle of the Covid epidemic, I will admit to a serious case of FOMO (fear of missing out) as all the items on my bucket list were virtually impossible and...
by Gretchen Betts | Mar 25, 2023 | Vlog
Gretchen’s vlog this month covers the recent budget delivered from Jeremy Hunt, focussing on the Pension changes, especially relating to lifetime allowances. You can read more about the budget in our blog by Jamie here Gretchen then discusses the recent collapse of...
