How a little-known life insurance policy can reduce your tax bill and protect your legacy

Imagine if you could insure your life by investing in a broad range of investments on a tax-free basis. A policy which would allow your wealth to grow over the long term but, upon your death, the money invested would be paid to your beneficiaries...

Read More

Time to retire? When do you decide enough is enough and enjoy life?

There comes a point in life when you have to look at your achievements and decide you’ve done enough, earned enough, and accumulated enough wealth to be happy for the rest of your days. But when you’ve spent your entire adult life in pursuit of...

Read More

The top 2 threats that could stop you having enough for the life you want

Last month we wrote about the major life events that could prevent you from building a comfortable amount in your pension pot. This month we’re going to focus on the practical steps you can take to help keep things on course. Have you stopped to...

Read More

9 things in life that could stop you having enough to retire

41% of investors around the world fear they won’t have enough saved to fund their retirement, the Schroders Global Investors Survey 2020 reports. If you’re fortunate, you won’t share this concern, but you may wonder how investors who should be...

Read More

7 steps you can take if you don’t have enough money to retire

If you’re worried you won’t have saved enough for your retirement, you’re not alone. According to Schroders Global Investor Study (GIS) 2020, 41% of investors around the globe fear they won’t have sufficient savings to fund their...

Read More

5 practical ways you can ensure you don’t die with too much money

One important part of our role that often surprises clients is when we encourage them to spend money. It may sound like a contradiction but spending money can be as critical to the success of a financial strategy as saving and investing. Let’s be...

Read More