Thoughts and Articles

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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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11 / 12 / 2019
Investment Objectives - A Lifelong Process - November/December 2018

If you’ve got a sufficient amount of money in your cash savings account – enough to cover you for at least six months – and you want to see your money grow over the long term, then you should consider investing some of it.

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10 / 12 / 2019
Inheritance Tax - September/October 2018

If you don’t make the right financial arrangements, your family could potentially have to foot a hefty Inheritance Tax bill in the event of your premature death. Click to find out more about passing assets efficiently.

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09 / 12 / 2019
Reviewing Your Needs and Goals - November/December 2018

Take the time to think about what you really want from your investments. Anything is possible when you manage your money the right way.

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08 / 12 / 2019
Investment Planning - CS Talking Money March/April 2019

Successful saving and investing is arguably a lot like exercise – no pain, no gain. As is the case when undertaking a new fitness regime, if you properly commit yourself and stick to it, the eventual outcomes can be very rewarding.

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07 / 12 / 2019
Retirement Options - CS Talking Money March/April 2019

The ‘pension freedom’ changes of April 2015 represented a complete shake-up of the UK’s pensions system, giving people much more control over their pension savings than before.

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