by Justin King | Dec 11, 2019 | Retirement Planning
You may have heard of the old adage from shirtsleeves to shirtsleeves in three generations, but is it really true? Research in America suggests that inherited wealth rarely endures. By the second generation, it found that 70% of family fortunes have the being depleted...
by Justin King | Oct 22, 2019 | Retirement Planning
The current generation of retirees has benefited greatly from quite dramatic increases in house prices over the years. And this is great news for retirees in general, but for some people they find that the majority of their wealth is tied up in their property. Now for...
by Justin King | Sep 17, 2019 | Retirement Planning
Should I click? or is it spam? We must ask ourselves this question many times. We all get emails telling us to ‘click this link’ to read more or to verify our accounts, but how do we know if they are genuine? Our paraplanner, Lesley, shares her experience of email...
by Justin King | Sep 10, 2019 | Retirement Planning
Moving with the times The Law Commission of England and Wales has published a report confirming authoritatively that electronic signatures can lawfully be used to execute documents, including deeds and other documents where there is a statutory requirement for a...
by Justin King | Jun 4, 2019 | Retirement Planning
Helping you be more intentional when gifting Charitable giving should bring great joy and fulfilment. It should make you feel empowered and excited about the good you can do in the world. But many generous people don’t get as much joy from their giving as they...
by Justin King | May 10, 2019 | Retirement Planning
A real financial planner Most people don’t hire a financial planner in retirement because they can’t work out what to do themselves, given the time and inclination. You hire a financial planner because they’re not you. We all have our blind spots. And it’s a real...
