Reasons to Talk: Post-pandemic retirement planning
At the time of writing this we continue to face challenging times. As we have emerged from the pandemic, we have entered a period of instability with the war in Ukraine and a cost-of-living crisis at home. If you have retired in recent years or you are approaching...
Reasons to Talk: Sudden wealth, a nice problem to have?
Most of us assume we would be delighted to receive a substantial sum of money. It’s fun to make that mental list of extravagant purchases such as holiday homes or your dream two car garage. However, while it’s a nice problem to have, it can be daunting. This is...
Essentially Wealth Q3 2022
In this summary… Are you retirement confident? Time to revisit your IHT strategy? Your protection policy Sandwich generation JISA to adult ISA transition period Spotlight on the Trust Registration Service Are you an emotional spender? Sentiment and super trends...
August holidays – a taste of what retirement will be like? Not quite!
The images used in retirement marketing often show deck chairs on sunset beaches, golf courses and cruises. It is often portrayed as ‘the longest holiday of your life.’ However, behavioural research continues to challenge that reality: 52% of people surveyed,...