Is Early Retirement all it’s cracked up to be?

I was having a coffee recently with a prospective client and told him a story of an existing client of … Continued

Part 10: OK, so what’s the first step?

Okay, you’ve asked yourself the previous nine questions about your retirement. That’s great. But we could ask ourselves and mull … Continued

Part 9: How do we invest well?

Ah yes, the million-dollar question. You’ve addressed how your retirement will look. You’ve figured out whether you’re buying the house … Continued

Part 8: How should we prepare for the worst?

We’ve arrived at part eight of our ten-part series, ‘Ten Things To Ask Yourself About Retirement”. This is the big … Continued

Part 7: How do we pass on wealth without paying more tax than necessary?

Today we embark on question seven of the ten things you should be asking yourself right now about your future … Continued

Part 6: Can we help the kids with a deposit?

We’re exploring the ten things you should be asking yourself right now about your future in retirement. Number five: “Can … Continued

Part 5: Can we buy a property abroad?

Smart wealth planning means having the money you need to do the things you want, for as long as possible. … Continued

Part 4: What if we both go into care homes?

The trouble with planning for the later parts of your life is that you inevitably have to face topics and … Continued

Part 3: How do we gather everything together in one place?

Once you’re past the initial hurdle of starting to think about retirement, then what? What are the questions you really … Continued

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