Insights & Articles

Expert commentary on investments, pensions, protection and personal finance.

6 key investment tips
Investments

6 key investment tips

6 simple but powerful investment tips, which will help you to reduce the probability of making a bad investment.

A grim global outlook but make hay while the sun shines .. : Alex Cheema IFA
Global Outlook

A grim global outlook but make hay while the sun shines .. : Alex Cheema IFA

There is alot to be confused about for anyone trying to understand the global economy these days, and we do live in a gl

Actively Managed Funds Vs Tracker Funds: Chalk and Cheese?
Insights

Actively Managed Funds Vs Tracker Funds: Chalk and Cheese?

Actively managed Funds

Contrived currency devaluation : Alex Cheema IFA
Insights

Contrived currency devaluation : Alex Cheema IFA

I’ve mentioned ‘currency wars’ in a previous post which I will talk about in today’s blog. I think it important to outli

Is the Eurozone economy sustainable?
Insights

Is the Eurozone economy sustainable?

The Eurozone economic recovery was buoyed up by Quantitative Easing (QE) and not based on real wealth re-generation.

Four key tips to help you protect your estate
Estate Planning

Four key tips to help you protect your estate

Protect your estate from divorce, intestacy rules, creditors and over taxation

Further global contagion or strategic positioning? : Alex Cheema IFA
Insights

Further global contagion or strategic positioning? : Alex Cheema IFA

This article from the FT talks about one of the few relatively unblemished countries from the credit crisis, Australia,

Russia-Ukraine conflict
Insights

Russia-Ukraine conflict

Recent Developments to the Russia-Ukraine conflict. Is your money safe?

Renminbi strengthening / Dollar weakening continues : Alex Cheema IFA
Insights

Renminbi strengthening / Dollar weakening continues : Alex Cheema IFA

This article from the ft.com yesterday provides an interesting follow on from my last post. As the Chinese look to lesse

How the Russia-Ukraine conflict might affect your Investments
Investments

How the Russia-Ukraine conflict might affect your Investments

This blog post looks at the Russia-Ukraine conflict and how this might affect the global markets and global economy.

The Pension Drawdown Arrangement
Pensions

The Pension Drawdown Arrangement

A summary of the pros and cons to a drawdown pension arrangement are as follows:

UK Post-election thoughts
Insights

UK Post-election thoughts

UK Post-election thoughts: EU Referendum, David Cameron, and the new UK Conservative Party Parliament. Ros Altmann and p

Volatility cycle post Lehman
Insights

Volatility cycle post Lehman

7000 points on the FTSE, once the programme has run its course markets stabilise and begin to decline but with considera

Why home buyers need to keep control to succeed
Insights

Why home buyers need to keep control to succeed

Why home buyers need to keep control to succeed. Beware of being forced to do things that aren't in your interest by rea

A grim global outlook but make hay while the sun shines
Global Outlook

A grim global outlook but make hay while the sun shines

A grim global outlook but make hay while the sun shines

Contrived currency devaluation
Global Outlook

Contrived currency devaluation

I think it important to outline what contrived currency depreciation means for countries and why a country would want to

Further global contagion or strategic positioning?
Global Outlook

Further global contagion or strategic positioning?

This in my view is a prime example of the negative face of globalisation and might be that the Australians could end up

Renminbi strengthening / Dollar weakening continues
Global Outlook

Renminbi strengthening / Dollar weakening continues

As the Chinese look to lessen their reliance on the United States Dollar as their main trading currency & so the Renminb

Global Outlook and Financial Investment Advice in 2016
Global Outlook

Global Outlook and Financial Investment Advice in 2016

Financial Investment Advice | Pension Advice | Investment Advice UK

Venture Capital Trusts for people with income tax problems
Investments

Venture Capital Trusts for people with income tax problems

By investing into a VCT you can save 30% in income tax on earned income on the amount you invest in that tax year.

Personal versus limited company buy to let – which is the most tax efficient?
Mortgages

Personal versus limited company buy to let – which is the most tax efficient?

Personal versus limited company buy to let – which is the most tax efficient?

Equity Release: How to make your biggest asset work for you in retirement
Mortgages

Equity Release: How to make your biggest asset work for you in retirement

Equity release is a way to release wealth tied up in your property, without selling it and moving to another home. It is

Financial planning tips for small businesses
Mortgages

Financial planning tips for small businesses

There are many challenges that come with starting and running your own company, and if successful, it will grow and evol

Why it pays to use a mortgage adviser if you’re self employed - 15/08/18
Mortgages

Why it pays to use a mortgage adviser if you’re self employed - 15/08/18

When it comes to getting any mortgage, opting to do it yourself you can involve a lot of time trawling websites, compari

Could you benefit from using a Ltd company to purchase buy-to-let (BTL) properties?
Mortgages

Could you benefit from using a Ltd company to purchase buy-to-let (BTL) properties?

Blog Home Thinking of setting up a Limited Company to invest in Buy-to-Let (BTL) property? In recent months, there has b

“To Transfer... or not to Transfer, that is the question” – Shedding Light on The Final Salary Pension Conundrum
Pensions

“To Transfer... or not to Transfer, that is the question” – Shedding Light on The Final Salary Pension Conundrum

Back in the 80s, my Mother who is a retired Doctor, naively agreed, without properly understanding and under duress, to

Pension advice - should you review your penions before tax year end
Pensions

Pension advice - should you review your penions before tax year end

Chartered Financial Planner in Maidenhead, Berkshire making sense of your experience, by showing you how to have a bette

Wills, Asset Protection & Bloodline Planning - Estate Planners Maidenhead
Estate Planning

Wills, Asset Protection & Bloodline Planning - Estate Planners Maidenhead

Weirbank Business Centre, Monkey Island Lane, Bray-on-Thames, Maidenhead, Berkshire, SL6 2ED. When looking at your Estat

Lasting Powers of Attorney – Everything You Need to Know
Estate Planning

Lasting Powers of Attorney – Everything You Need to Know

None of us want to believe that we might lose our mental capacity, or how we would cope with our financial affairs if we