Author name: Tony Hollom

Confident financial planning is the key to future success when it comes to building, managing and passing on your own personal wealth. Let’s look at the different factors that make up a well thought out financial plan and how we can assist you in achieving your goals.

Pensions have made the news quite a bit recently. With the state pension being talked about increasing in line with inflation. How exactly can you make the most of your own pension though?

Making your own savings go as far as possible is really key. Pension planning is a long term process so making sure you are getting all the possible benefits is quite key. We take a look here at some tips that can help you with this.

Inflation is all we are hearing about in the news currently.

Being inactive with your savings has never been more prominent than now with inflation devaluing money at a faster rate than has been seen for many years. It’s important to look at your overall financial position and what you can do to mitigate this.

In life, no one wants to make mistakes. Let a lone ones that cost you actual money. Avoiding costly mistakes when investing is key to making sure your money goes as far as it can. There are many ways you can be lost in the sea of investing and end up losing money. We’re here to help and give you some impartial advice on tips that mean you can avoid a lot of these common pitfalls.

Have a read & let us know if you’ve ever fallen foul of any of these and how you learnt from your mistakes.

Everywhere you look, it’s tough to get away from the fact that inflation is at record highs across the globe. As with most of us, you feel it especially when you go to do your normal fill up your car at the pumps.

But what can be done about the rising cost of living? We look at the nitty gritty of inflation and potential strategies to tackle it in this article.

The UK state pension is a model we all pay into with our regular national insurance payments. But what exactly does this entitle you to and from what age? How can you check if you are on track to receive the full amount or part of it?

Let’s go into some detail on the British state pension here and see exactly what you are due to get and when.

We all write New Year’s resolutions with the best intentions in our hearts. But so often they fall by the wayside, we miss a lot of the goals, get demoralised and forget about them.

One of the keys to writing good resolutions is fully understanding them and making them realistic. With finances a lot of the problem with planning is knowing exactly what you want and how to get there. We take a look at some of the variables in play and how to best approach new years resolutions as to get maximum value from them.

We take a deep dive into the needs of the modern renter. With renting becoming more and more common with time, it’s time we started looking at their financial situation and how insurance should be playing a big role in giving tenants peace of mind.

It’s not something that is widely discussed but something that should be at the forefront of every renters mind. Because at the end of the day, the last thing you want is to not be able to pay your rent and end up in that terrible financial situation.

Every parent and grandparent naturally wants to see the best for their children and grandchildren. We wanted to get into some of the methods that this can be done financially.

Setting them up for adult life through financial education is key to giving your offspring the best chance at success in this heavily competitive world. There are many ways this can be done and we look at the most applicable solutions here.

Looking at your options in retirement can be really key. How will your exact pension plan be able to fund your needs for finance in retirement? There are many different situations and avenues you can take all with different pros and cons.

Having someone guide you to a path that suits your own personal circumstances can be key and we look at a few of the options you have and how these differ.

No one wants to think about death and what happens after life but, as the old saying goes, failure to prepare is preparing to fail. This is very much the case with inheritance tax planning if you want to avoid a lot of your estate going to the tax man upon your death.

It’s tough to boil down the key points of a broad topic such as investing. There are many caveats and things to look out for when looking to make your money work for you.

We’ve done our best to squeeze as much information as possible into our Six Principles Of Investing piece for you to read. Hopefully at the end of this you will have a better outlook on how to invest your money profitably and sustainably for the future.

Here we take a look at a lot of different ways that estates and wealth can be passed on whilst mitigating tax liabilities. Overall it’s always best to seek advice from our fully qualified and experienced estate planner but this guide can help you gain an understanding on the ins and outs of passing your wealth on efficiently.

Managing your retirement savings in one place One thing retirement is not, is an age. Not any more anyway. Gone are the days of being told to stop working one day and pick up your pension the next. Today you have new pension freedoms to decide when and how you retire. A Guide To Pension