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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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
Frugal or Tight?
I listened to a podcast this week about Ingvar Kamprad, the founder of IKEA. He’s a fascinating character, but what struck me was how he
Philip Wise
March 12, 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
Don’t let perfection be the enemy of good
Planning for retirement when you’re starting late Everyone knows that you’re supposed to start saving for retirement early, but that doesn’t always happen. Preparing for
Philip Wise
April 3, 2023
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
Back to the 1970s?
In the last year or so, the biggest worry raised in our conversations with clients has been a return to higher inflation. It’s an economic
Philip Wise
March 22, 2022
Managing a successful retirement – Guest feature
I’m delighted to be able to introduce a guest blog post. The post is written by one of our clients, who is a professional life
Philip Wise
March 14, 2022
Ukraine – how financial planning can help
Like so many people, I am worried by the humanitarian crisis that the Russian invasion of Ukraine has caused. As a result, I have been
Philip Wise
March 8, 2022