Peter McGahan lays out some straightforward rules for mitigating the impact of inheritance Tax.
Sharon Bonfield examines the challenge of finding the right balance for your loved ones’ care needs.
As life expectancy continues to rise across the world, naturally, the age of retirement tends to follow.
Paying for care is a challenge many families will face and failure to look ahead could have far reaching consequences if you rearrange your estate for income and capital growth purposes.
Peter McGahan asks, ‘What does it mean to make a smart investment?’ It’s better to consider things carefully instead of buying into trends or ‘get rich quick’ schemes which can go bad later on.
Peter McGahan looks at how many have slipped into the red for everyday spending and encourages us all to take control of debt.
If you are looking to mortgage or have a fixed-rate due to end, rises in inflation and rates could cause you concern. Peter McGahan explains why.
Financial advertising is reaching near saturation levels. David Woodward looks for an escape and asks do these products hold any value without independent advice?
UK bank fraud hit a new record of over £479m exacerbated by lockdown and as Peter McGahan reveals the crooks have a finely tuned strategy to separate you from your money.
Here we take a look at the challenges of helping someone manage their financial affairs and retain their independence.
Is the old investment world gone? Peter McGahan explains why we can’t expect all previous models to continue to work.
Peter McGahan considers whether post COVID and Brexit we’ll see a surge in the economy or a more punishing downturn.
While healthcare markets will undoubtedly benefit from the Coronavirus, the outlook for other markets – if global powerhouse China continues to be blighted – is far from certain.
A new report suggests more than a third (35%) of over-55s say their expenditure exceeds their income
Peter McGahan examines how President Trump’s Twitter spats come at economic cost for US consumers but also ripple far further afield.
Identify what you would like to happen with your business assets in your own Will and protect staff and shares in the enterprise you have sacrificed so much time on.
How to avoid the classic mistake investors make – buying at a high, when everyone is buying, and sell at a low when everyone else is selling.
Volatility can be planned for and managed to produce the returns needed to create financial stability and security for your family, writes Peter McGahan.
Many people are unaware how actively (or not), their investments are being managed or how exposed they are given the exceptional circumstances we are in with Brexit.
As the interminable Brexit wrangles continue we take a look at how leaving the Eu will affect your monthly bills.
Reducing risk, extra returns, and being nice with it. That’s ESG.
In 1990 fuel was 40.2p per litre. In 2018 it was 122p, Peter McGahan examines whether this is just supply and demand or an example of markets being manipulated.
Whether its energy, insurance or your mortgage – sticking with the same provider over time can have hidden expensive consequences.
A second referendum with a result to remain would undoubtedly have the most immediate positive impact on the market, particularly as investors looking for bargains would return to that cloudy investment market that is the UK.
Peter McGahan cast an eye over the Chancellor’s budget statement which brough a freeze on fuel, booze and tobacco and the prospect of a no interest loan scheme for the financially stretched.
Peter McGahan takes another look at the shifting sands beneath tech stocks (FAANGs) and how you can protect yourself against market uncertainty.
How critical illness plans can help repay a mortgage, pay down debts, seek medical treatment or simply allow yourself time off work stress free if you are unfortunate enough to become seriously ill.
New study underlines the need to put in place a clear, workable plan to lay the foundations to have a comfortable and financially secure retirement.
Peter McGahan says there are obvious points in your financial life to step into or exit financial markets – but this should never be done in response to temporary volatility.
Do you worry about money? Do you know where you stand, or is it a mystery that you’d rather park for another day?
Be sure to secure your ageing parents financial future with these five important questions.
Don’t believe everything you hear on the news, cautions Peter McGahan, amid Trump hoorahs for the Dow Jones rising above 20k
Peter McGahan has a cautionary tale for passive investors and the risk of bubbles to their portfolio.
Peter McGahan examines the financial implications of #GE2017 result.