Month: January 2016

Financial planner Peter Savage explains how he intends to invest a £10,000 legacy on behalf of his two young children IT’S back. After a lavishly long Christmas holiday, our “How to Invest £10,000” column returns today with the third in a series on first-time investing. To read the first two parts, published in November, follow...

With the deadline for online tax returns fast approaching (31st January 2016 for the tax year April 2014 – April 2015), HMRC have again shared their top ten terrible tax excuses. Ranging from paperwork eating pets to people who were simply out of the country, the list is comprised completely of unsuccessful appeals against penalties...

Money typically flows down through generations. This is the way it has always been and our natural life cycles will continue to ensure it is likely to be that way for the foreseeable future. If you are a parent, you will initially support your children, before eventually leaving them an inheritance. Grandparents may have finished...

As usual, the coming year will see plenty of shifts in the financial planning landscape for all of us. Changes come about largely as a result of new legislation or policy introductions and, whilst there isn’t anything quite as dramatic as 2015’s introduction of pension freedoms on the horizon, there’s still plenty to look out...

Occasionally when we’re compiling these monthly commentaries we look at our notes, realise that not very much has happened in the month and have a minor panic. What are we going to report on? There are no such worries this month. December 2015 seemed to be the month when pretty much everything happened. The only...