How UK State Pension Changes May Affect You

Edit: since this article was originally written, the UK government announced an extension to the April 2023 deadline. The deadline … Continued

How to extract cash from a Family Limited Company using PRSAs: A Case Study

You may have noticed that we’ve been singing the praises of PRSAs from the rooftops lately. There’s a good reason … Continued

Why we have never recommended cryptocurrency (and won’t be anytime soon!)

Cryptocurrencies, such as Bitcoin and Ethereum, have seen a meteoric rise in popularity over the past few years. They almost … Continued

This Has Been a Test: Developing a Financial Plan You Can Stick With

Article reproduced by kind permission of Dimensional Fund Advisers. This article originally appeared on their site on 20 December 2022. … Continued

I’m self-employed – how do I benefit from PRSAs? A case study

Over the last few weeks, we’ve been telling anyone who would listen about the wonders of Personal Retirement Savings Accounts … Continued

What is the difference between “Early Retirement” and “Financial Independence”?

  As a financial planner, I work with families from all sorts of backgrounds. However, there is one common value … Continued

Key benefits of PRSAs

Last week we discussed the recent changes in pension legalisation and how this has created opportunities for business owners and … Continued

What is the difference between a financial advisor and a financial planner?

Like many great ideas, the topic of this blog first came to mind in a pub.   We were in … Continued

Put on Your Own Mask First: My Mission for 2023

by Carl Widger   When you’re on an airplane, the flight attendants always remind you to put on your own … Continued

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