The Second Most Important Election of the Year – Campaigning Starts
Last week, a soggy Rishi Sunak set the date for our election. For UK investors, the date of the most important election has been known
Philip Wise
May 31, 2024
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Joni Mitchell Retirement Advice
A bit of serendipity this last week. I was reading an article from some of our American friends (ThinkAdvisor) when Joni Mitchell’s “Big Yellow Taxi”
Philip Wise
May 20, 2024
Retirement Income Advice Review
The FCA recently announced the results of its review of Retirement Income Advice. My immediate reaction was to be flattered – it was great to
Philip Wise
April 26, 2024
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
Should you be including more in your retirement budget for healthcare?
In the UK, we’ve been in the fortunate position of having free healthcare for most things as a result of our National Health Service. As
Philip Wise
March 25, 2024
How to Work out Your Retirement Expenditure
Addition, Subtraction or Both? I was asked at the weekend to give my number one retirement planning tip. The person asking the question was taken
Philip Wise
March 4, 2024
Could you spend more in early retirement?
If an individual could know in advance how their portfolio would perform over the course of their retirement, they could be assured in drawing down
Philip Wise
February 21, 2024
The cost of retirement is going up too
We’re used to hearing about the “cost of living crisis”, almost every day. It follows that the cost of retirement is also going up, and
Philip Wise
February 15, 2024
Retirement has changed and policymakers need to catch up
A recent survey (1), released at the start of the week, confirmed something we have known for a long time – more than half of
Philip Wise
February 5, 2024
Could Donald Trump affect your retirement?
It seems the US Presidential race has begun! The election is scheduled to take place in November, so it will be in the headlines for
Philip Wise
January 29, 2024