by Gretchen Betts | Jul 31, 2018 | Retirement, Technical
Five reasons why pensions work for the self-employed and small business owners Being self-employed or a business owner is understandably attractive – the idea of being your own boss and doing what you love under your own steam. In fact, the number of...
by Gretchen Betts | Jul 11, 2018 | Technical
Powers of Attorney: Are they being abused? A helpful guide to share with your Attorneys to ensure best practice. The number of investigations into the use of Power of Attorney has increased by 45% in 12 months, according to figures from the Office of the Public...
by Gretchen Betts | Jul 11, 2018 | Technical
Could you be eligible for a power of attorney fee refund? Between 1 April 2013 and 31 March 2017, the Office of the Public Guardian (OPG) generated a surplus of £89m from Lasting Power of Attorney fee overpayments. This happened because the OPG’s operating costs were...
by Gretchen Betts | Jul 5, 2018 | Technical
Cash is King ~ NOT! I am amazed how many times a chirpy Betfair ad pops up in the TV advert breaks these days. They show us how gambling could make us happier, healthier people with whiter teeth. Most investment groups have given up on TV advertising because it’s hard...
by Gretchen Betts | Jun 18, 2018 | Lifestyle, Technical, Women and finance
This year, we celebrate 100 years since British women got the vote, and nearly 50 since women won the right to equal pay for equal work. It would seem that, by now, women should be able to look forward to a more equal and secure future than their mothers and...
by Gretchen Betts | May 8, 2018 | Technical
How many times have we heard this? Often potential new clients or people we meet socially, cite this as a reason for keeping their money in cash and not investing properly for the future. Equally, some newer clients may call and ask for their portfolio to be moved...
