17 Jun Briefing Note - Trust Registration Service
This briefing note is designed to provide information and guidance to trustees in respect of the new trust registration service (TRS)...
30 Aug The Weekend Starts Here...
The best of what i read, watched and listened to this week...
07 Jun The Weekend Starts Here...
The best of what I read, watched and listened to this week...
13 Nov The Disadvantages of Advantages
There’s a reason why almost every developed country has its own version of the saying ‘Shirtsleeves to shirtsleeves in three generations’....
02 Nov The Weekend Starts Here...
This week's selection of the best of what I read, watched and listened to...
21 Feb What are you doing to protect your heirs?
Handling the transfer of wealth to the next generation can be a key issue for many people in terms of the logistics, the most appropriate and tax-effective solutions and also the emotional aspects. ...
02 Feb The weekend starts here...
Posted at 14:28h
in Behaviour, Business, Education, Estate Planning, Financial planning, Leadership, Management, Money values
Ways to be smarter; accepting the crazies out there; the meaning of true wealth, and how to avoid losing it all; and how to react to rising markets. Snippets from around the web which caught my eye this week....
11 Aug The weekend starts here…10/08/2017
My July book review is up on the blog [4 min read] We try to look at mental models in history through the lens of people who got it right, but once in a while, it’s beneficial to examine a model through the lens of those who got it...
28 Jul Preparing for a market downturn
“There’s no harm in hoping for the best as long as you’re prepared for the worst.” ― Stephen King Things have been pretty good for investors in world equity markets over the last couple of years – especially for UK investors where the dramatic drop in the value...
21 Jul The weekend starts here…21/07/2017
My new blog post is up, discussing divorce and how working with a financial planner can help you to avoid any unwanted surprises. As it was Bastille Day last Friday, I have to start with this one. It’s official – now that Obama is no longer in office, France has...
- 1
- 2