Thoughts and Articles

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19 / 10 / 2020
Another award for Stephen Jones

Stephen Jones has picked up another award for his expertise in financial planning. On this occasion it is the ‘Financial Planner of the Year’, from the EIS Association.

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02 / 10 / 2020
Pension Consolidation

I wrote this article orginally for publication in 'What Investment' magazine in October 2020.

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15 / 06 / 2020
Negative Interest Rates

Interest rates – not as simple as you might think… We are starting to talk about negative interest rates, which some nations already have in place and there is speculation that the UK might be next. What would negative interest rates mean for savers? How does it affect investors? Click to find out.

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27 / 04 / 2020
What happens when dividends dry up?

It’s not an easy time to read financial newspapers if you’re an income investor. Every other headline seems to be another company announcing they will cut or suspend dividends this year as they navigate the Covid-19 crisis. And this includes some of the biggest and most reliable dividend-paying companies.

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02 / 04 / 2020
What’s happened to all the toilet paper?

As if worrying about the potential impact of Covid-19 wasn’t enough, Saudi Arabia and Russia have decided to start a row over the price of oil. With all this uncertainty in the markets right now, you can start to appreciate how everyone’s getting through so much toilet paper.

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29 / 03 / 2020
What’s happening right now?

We know a lot of people are worried about what is happening right now, both from a health perspective and also with regards to their investments. In terms of the markets, we would best describe the situation we’re in right now as similar to being in the middle of a storm.

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16 / 12 / 2019
Tax Planning - Plan CS Talking Money

At this time of year, we think about New Year’s resolutions, and it’s also a good time to start planning our tax affairs before the end of the tax year on 5 April. As you think about 2019 and your goals for the coming year, we can help to start you off on the right financial footing.

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16 / 12 / 2019
Tax - Inheritance Tax CS Talking Money

Careful planning can reduce or even eliminate the Inheritance Tax payable. Intergenerational planning helps you put financial measures in place to benefit your children later in life, and possibly even your future grandchildren, so it’s important to start planning early.

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15 / 12 / 2019
Investment - Income CS Talking Money

Whatever your personal investment goals may be, it is important to consider the time horizon at the outset, as this will impact the type of investments you should consider to help achieve your goals.

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14 / 12 / 2019
Retirement - Big Picture CS Talking Money

Investing for the future is vital if you want to enjoy a financially secure retirement, and it requires you to look at the big picture. Here are our top pension tax tips.

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13 / 12 / 2019
Retirement - Plan - CS Talking Money

For the Life You Want. Building up your nest egg is more discipline than difficult.

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12 / 12 / 2019
Driving Towards the Next Phase of Your Life - July/August 2018

At some point you’ll say ‘goodbye’ to your co-workers, get into your car and drive towards the next phase of your life – retirement. But when will that be?

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