Retirement Café launch shows you care about care
On Friday 12th May, The Retirement Café took off with it's first free event on the topic of care at the Kings Arms Hotel in Christchurch. I was joined by an expert in retirement financial solutions, manager of a local care home and manager of an in-home care agency to...
NS&I launch 3 year savings bond
As promised in the March budget, NS&I have launched their latest fixed rate savings bond. The three- year "Investment Guaranteed Growth" bond will pay 2.2 percent interest on savings up to £3,000. The interest rate is higher than any other fixed rate savings...
Why we should have planned earlier for care
My wonderful dad died at the beginning of April after a difficult time with heart failure. Mum found herself needing to arrange care at short notice, which we hadn't envisaged being so challenging. In this article I share what I've learned about in-home care. A...
Inheritance Tax receipts to rocket by £1.5bn in five years
Rising house and share prices could push up receipts from UK inheritance tax by £1.5bn over the next five years. Included in the Office of Budget Responsibility’s (OBR) Economic and Fiscal Outlook report, which was published alongside the Spring Budget 2017, was the...
Is a market hiccup on the cards?
Our investment Portfolio 100 – which is invested in 100% equities - with dividends reinvested, has returned upwards of 25% in the last twelve months. I believe the last time that happened was in the early 1990's, and I can't even guess when the time before that was....
Index Investing Part IV: Opportunities and Obstacles
Legend has it, a pharmacist named John Pemberton was searching for a headache cure when he tried blending Coca leaves with Cola nuts. Who knew his recipe was destined to become such a smashing success, even if Coca-Cola® never did become the medicine Pemberton had in...