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17 Jun Briefing Note - Trust Registration Service

Posted at 09:19h in Education, Estate Planning, Financial planning
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This briefing note is designed to provide information and guidance to trustees in respect of the new trust registration service (TRS)...

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30 Aug The Weekend Starts Here...

Posted at 10:15h in Clients, Estate Planning, Investment, Money values
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The best of what i read, watched and listened to this week...

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07 Jun The Weekend Starts Here...

Posted at 13:46h in Clients, Estate Planning, Investment, People, Philosophy
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The best of what I read, watched and listened to this week...

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13 Nov The Disadvantages of Advantages

Posted at 10:40h in Clients, Education, Estate Planning, Family, Money values
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There’s a reason why almost every developed country has its own version of the saying ‘Shirtsleeves to shirtsleeves in three generations’....

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02 Nov The Weekend Starts Here...

Posted at 11:00h in Behaviour, Books, Estate Planning, Family, Investment, Risk
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This week's selection of the best of what I read, watched and listened to...

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21 Feb What are you doing to protect your heirs?

Posted at 18:36h in Estate Planning, Family, Financial planning, Goals, Money values
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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. ...

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02 Feb The weekend starts here...

Posted at 14:28h in Behaviour, Business, Education, Estate Planning, Financial planning, Leadership, Management, Money values
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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....

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11 Aug The weekend starts here…10/08/2017

Posted at 09:52h in Books, Business, Education, Estate Planning, Investment
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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...

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28 Jul Preparing for a market downturn

Posted at 09:39h in Education, Engagement, Estate Planning, Investment
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“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...

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21 Jul The weekend starts here…21/07/2017

Posted at 10:12h in Business, Clients, Estate Planning, Family
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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...

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Mild mannered financial planner by day, crusading Financial Bodyguard by night.  Dispensing pearls of personal finance wisdom, one day at a time.

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