Tag: finacial planning

Buying Commercial Property in Berkshire

Buying Commercial Property in Berkshire Many business owners would like to buy a Commercial Property in Berkshire, so that either their company can occupy it, or simply as an investment. There are a variety of purchase options available to them:- The company could buy it and so it would appear in your company balance sheet. […]

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Future Based Financial Planning – It May all end in Tears

Future Based Financial Planning – It may all end in tears. Improvements in technology have enabled financial advisers to reduce the amount of time spent on administration of client files and provided more time for them to focus on client’s real needs. Improvements in technology have enabled financial advisers to reduce the amount of time […]

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Happy Daze

Happy talk, keep talkin’ happy talk, Talk about things you’d like to do. You got to have a dream, If you don’t have a dream, How you gonna have a dream come true? Talk about the moon floatin’ in the sky Lookin’ at a lily on the lake; Talk about a bird learnin’ how to […]

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Turning Financial Planning on Its Head

Turning Financial Planning on Its Head  – Paul Armson’s latest book expresses the opinion that many financial advisers are promoting products, rather than providing solutions for their clients. A solution based approach via delivered comprehensive financial planning may be more helpful in the long run. Paul’s viewpoint serves as a timely reminder to both advisers and […]

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Why Traditional Estate Planning Usually Fails

Why Traditional Estate Planning Usually Fails – Estate Planning or Inheritance Tax Planning, is a complex area, to provide for planning that will allow your assets to pass to beneficiaries with the minimum of tax, a considerable input of time and expertise is required. When I hand clients my co-authored book of 295 pages “Inheritance […]

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Quantitative Easing – and – The Mad Hatters Tea Party

Quantitative Easing – and – The Mad Hatters Tea Party [Spot the Difference]. With the latest pronouncements on quantitative Easing [QE], you might be forgiven that the world has gone slightly MAD. The Bank of Japan for example has been propping up the Japanese market by making very large capital investments into Japanese companies is […]

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Forward Financial Planning – What does it Mean?

Forward Financial Planning – What does it Mean?  In the first instance it means finding the time to take stock of all of your current assets and income streams and then projecting these forward, to enable you to understand your future income shortfall. Secondly whilst you still have time and the money to be able […]

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I Don’t Want to Retire !

I Don’t Want to Retire ! – This is often stated by people with retirement on the horizon, after being active for many years and concerned about what to do when they retire. However it is also often yet another excuse for not creating sufficient wealth for you and your family so that when you are […]

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Helping Children Buy Property.

Helping Children Buy Property – If you have been considering assisting your children to get a step on the property ladder, then this is as good a time as any. There are a number of reasons for this, firstly given the current economic uncertainty, it is believed that there is potential for property prices to fall […]

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