New tax year, new challenges, extra chocolate
The most recent budget didn’t seem to be the most exciting. No major changes were announced, which felt like a relief for most financial planners.
Philip Wise
April 9, 2024
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The tax break for admin nerds
The approach to 31st January is one of the busiest times of year for financial planners. As people start to suffer the pain of handing
Philip Wise
January 30, 2023
Your pension and retirement plan isn’t everything
Some good advice for those planning their retirements Investing for retirement means more than just putting money into a pension, ISA or buying property. The
Philip Wise
January 16, 2023
Save Money. Live Better
If you are good at the Logo Game, you might guess which supermarket I am referring to! But the supermarket which uses this slogan might
Philip Wise
January 9, 2023
Are your children financially independent?
One of the standard questions we financial planners ask when we first meet our clients is whether their children are independent or not. It’s a
Philip Wise
November 21, 2022
Reasons to be cheerful
Ian Dury and Steven Morrisey – the great investment philosophers “Heaven knows I’m miserable now” I always felt that Morrissey (the singer from the Smiths,
Philip Wise
October 17, 2022
Another reason to spend your savings!
Readers of this blog will know that I am a fan of academic research into retirement habits. I’m also keen to make sure that people
Philip Wise
October 3, 2022
State Pension – should you defer?
I like to post this blog every year or so as it’s always a useful topic for those approaching retirement. With all aspects of the
Philip Wise
September 26, 2022
Why retirement planners don’t celebrate birthdays
In the little world of retirement planning, birthdays aren’t that significant (if you are a friend or family and you’re reading this, they are still
Philip Wise
September 5, 2022
How will your spending change in retirement?
A new study gives insight into the spending of British retirees… Back in May, the Institute for Fiscal Studies released one of the first pieces
Philip Wise
August 29, 2022