Category Archives: Events

Financial Planning Week 2012

Financial Planning is something we all should be doing (regardless of our current financial position), if we are to make the most of our lives. It involves working out what is most important to you in life: your goals. By … Continue reading

Posted in Events, Financial Planning, News | Tagged , | Leave a comment

Make a Will while saving peoples lives

Wills are always the last thing on people’s minds……something to get around to one day. But what happens if there isn’t another day, what then? If you expect everything to go to your spouse you could be wrong. The rules … Continue reading

Posted in Events, News | Tagged , | Leave a comment

Tax doesn’t have to be boring

Last week we managed to invite 20 professional individuals into a room to listen, talk and learn about tax. And the feedback afterwards was that they actually enjoyed it! Now the wine, and nibbles as well as the chance to win a bottle … Continue reading

Posted in Events, News, Tax | Tagged , , , | Leave a comment

Presenting the Passive view

Last week I was lucky enough to attend the Nucleus Investment Academy  in the City of London. In case you are unfamiliar with Nucleus, they are a whole of market wrap platform provider – i.e. somewhere to hold client investments. What this means … Continue reading

Posted in Events, News | Tagged , , , , , | Leave a comment