The Game of Patience When Investing

The Game of Patience When Investing

Saving and investing are often used interchangeably. While there are certainly differences between them, for the purposes of this article you can assume I am referring to both regular savers (non bank account) and lump sum investments.   Investing in stock...
Preparing For Retirement

Preparing For Retirement

How can I prepare for retirement? Before we ever look at when you can retire, we need to first examine how to prepare for your retirement. Many people focus on ‘their number’, i.e. how much they need to have in their pension pot before they can retire. This is...
Post-Retirement Options

Post-Retirement Options

When you reach retirement, you have an important financial decision to make regarding your pension fund and how it could be best used to meet you and your family’s needs in the future. Two of the most important factors you should consider are the way in which you wish...
Personal Retirement Bond (PRB)

Personal Retirement Bond (PRB)

Personal Retirement Bond / Buy Out Bond These days, jobs are often no longer for life which means that most clients have pensions from previous jobs scattered around which they do not have a full handle on, with most being left idle without proper management. These...
Executive Pensions – A Guide

Executive Pensions – A Guide

Executive Pensions and their benefits If you have established a successful company which is profitable, then the company should serve you, and in order to do this, you need to be able to extract wealth from the company in the most tax-effective manner possible. As a...

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