Travel Expenses Clients often get confused as to which work travel expenses may be allowable or not. The following article is going to highlight the common items that I often have to clarify with clients. You may be reading this from various perspectives, as an employee, a sole trader or an owner/director of a limited [...]
A Healthy Retirement
For most investors approaching retirement their pension planning has probably been, up to that point, a relatively straightforward equation. How much can I afford to pay into my pension, when do I pay it and what funds do I invest in? There is of course the small matter of how well the funds perform (a [...]
Income Protection Insurance (IPI)
How To Protect Your Income Have you considered what would happen if you couldn’t work due to an illness or an accident? If you are employed, how long will your company continue to pay your salary? If you’re self-employed, do you have emergency funds to access? What about long-term, where you cannot go back to [...]
Double Charged On Retail Distribution Review (RDR)
It has now been a month since the long awaited introduction of the Retail Distribution Review (RDR). The new legislation introduced by the Financial Services Authority (FSA) has outlawed the payment of commission to financial advisers on all advice relating to investments pensions and annuities. Previously the cost of advice would be paid up front [...]



