Category Archives: Retirement

Buy to Let vs Pension

Buy to Let vs Pension We often hear that people who have some excess money to invest are drawn into a Buy to Let vs Pension argument and there are a wide range of opinions on this subject. Some giving … Continue reading

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Investment returns – What can I expect?

I am often asked by prospective clients: What investment returns can I get? Unfortunately, it is not possible to quote a fixed rate for investments returns (unlike cash held in a bank or building society account). Investment returns just don’t work … Continue reading

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When can I retire?

We are often asked “when can I retire?” when we meet with new clients, and there is a common misconception that the answer is when their State pension starts. Well it has far less to do with that than you … Continue reading

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How to start your Succession Planning

In our last blog we looked at when to start your succession planning and the overwhelming conclusion (that I made) was that now was a pretty good time. There will be challenges, but the sooner you face them the sooner … Continue reading

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When is the best time to start succession planning?

I am often asked this question and typically my answer is ‘a long time ago’! More often than not the issue of succession planning is ignored and then only dealt with at a pain point such as the sudden death … Continue reading

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