My Educational Videos.
How I helped a family receive a large lump sum for a Critical Illness claim.
What’s the purpose of investing
The whole purpose of investing your money, is to create wealth and get you on track to achieving your long term financial goals.
Planning your retirement together can result in considerable tax savings.
Not having all your eggs in one basket. Diversification
Diversification plays a very important role when investment planning.
If you have no wealth, how do you create wealth?
Investing regular contributions
A strategy to create wealth is to invest funds on a monthly basis.
Personal allowance when pension planning
Pension income is taxable income but only if your pension exceeds your ‘Standard Personal Allowance’.
How much life insurance do you need for your family
How much life insurance do you need for your family?
Tax relief on pension contributions
How much tax relief is available on a pension contribution?
Find out more
How are dividends taxed?
What is income protection and do I need it?
Protecting the family with suitable life insurance, critical illness cover and income protection
Having an emergency fund
If you have £100,000 of bank deposit savings, how much tax would you pay on interest earned of £1,000?
Any income received from an ISA is free of UK income tax… Any growth incurred from an ISA is free of UK capital gains tax
Options available for education fee planning.
How do you create wealth? Well you need to start with your budget
