Retiring Soon
If you are considering retirement soon, this blog can help you explore your options regarding your pensions, tax and investments.
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Give With a Warm Hand
I saw a widow recently. She’d booked in to talk about inheritance tax, which is usually where these conversations start and almost never where they end. Before we got anywhere near gifting or trusts…
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Don’t Run Your Retirement Like You Did Your Business
Being successful in business involves multiple different factors that you control and a dose of luck. Some of the attributes of running a business, such as building a senior leadership team and constantly reviewing…
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What is Contentment?
Spend enough time on social media you will come across maniacs selling a certain lifestyle. They tend to start with something along the lines of: Of course, it is nonsense (no one can sprint…
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Should You Spend More in Retirement?
I once met a recently widowed wife of a Kodak retiree (in a former life, we used to have the contract to advise all of their staff). She was livid with her recently deceased…
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Is Your Success Down to Luck?
It is a natural human instinct to think that our achievements, our position in life, is down to hard work and good choices. The narrative on social media runs that if only we adopt…
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How do I Find Purpose in Life?
The story of Sonia Vallabh is an extraordinary one. She and her husband Eric were successful lawyers when Sonia’s mother started to decline rapidly. She died painfully and quickly. The autopsy turned Sonia’s life…
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Dumb Ways to Go Broke #1
I was once asked to go and see a couple at home. They had a modest looking house but once inside, it was filled with expensive antiques. In fact you could barely move for pricey…
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How You Can Guarantee a Spot Playing for Your Country
There is a secret to qualifying in any sport to play for your country… Outlive all the players that are better than you! I was in Spain last week watching the England over-80s Football…
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The Easiest Fraud There Is – Fake Wills
Extraordinarily in 2025, it is easier than it has ever been to steal the estate of someone who has passed away. The government website Bona Vacantia contains the names of 6,000 people whose estates…
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Could Serena Kill Me First Serve?
In his brilliant book about human psychology and money, The Soul of Wealth, author Daniel Crosby writes about the ways in which our over confidence can hurt us. He quotes research that reports; 95% of…