One of the most regularly asked questions I get from clients is “what happens to my pension when I die”. Your pension can be your largest asset, often exceeding the value of your home. The rules governing pensions can be complex and have changed significantly in recent years. What happens […]
Tag Archives: wealth management
Blog, Budget, Community, Family, Financial Planning, Personal Finance, Wealth
Financial Planning for North East Women
05
Sep
Sep
Come on ladies, it’s time to get a handle on long term finance! There have been a number of headlines recently about women not taking responsibility for their longer-term planning, many leaving it to their partner. Is this a problem? Perhaps not for some, but in my job I see […]
Blog, Budget, Family, Financial Planning, Personal Finance, Wealth
Financial planning for University – “Today playgroup, tomorrow university”
13
Aug
Aug
Someone said this to me about 18 years ago when their daughter, a similar age to mine, had just started playgroup. This mother, so upset about losing the company of her toddler, not long after started to home-school – successfully, huge admiration. At the same point, I practically jogged to […]