Intergenerational Wealth Planning As the old saying goes, the only things certain in life are death and taxes. Then, to rub salt into the wound, there’s a system in place that taxes us even further in death. Welcome, ladies and gentlemen, to the thorny issue of...

You all have a medical doctor (your GP) but who is your Financial Doctor? If you indulge me in a bit of background for a few moments I will explain this. The recent blogs spoke about insurance and the need to review policies regularly. Life insurance...

They say it's unlucky for some. It was for my uncle. On Friday 13th April, aged only 61 years he suffered a heart attack which brought his life to a premature end. This photo was taken just after the funeral. I spoke about insurances in my last blog...

Yes you're right - I am a financial planner so why am I talking about pets? Bear with me on this and it will all become clear shortly! For those of you not familiar with the movie, The Secret Life of Pets is a Toy Story-esque...