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Your rights as a cohabiting partner

Contrary to popular opinion, living together or cohabitation is not a recognised legal relationship in this country.

The only financial tip for 2021

For you, your family, and your business to pursue with hyper-focus, here's one financial tip that will power you forward.

The financial duties and responsibilities of your trustees

And why choosing financially astute trustees is so important.

Alternative investments for you to consider

If you are looking for something a bit more bespoke, these investment options may be a good fit for you.

Retirement savings: divorced spouse’s rightful claim

A divorcee can lay a claim to a portion of their partner's monthly pay-out from a living annuity.

The process of setting up an inter vivos trust

There are far-reaching financial and legal implications of setting up a trust.

Buy and sell insurance as a funding mechanism for succession

Buy & sell insurance helps ensure the smooth transfer of shareholding in the event of the death, disability, or severe illness of one of the shareholders.

Four reasons to create systems for your new year’s resolutions

Systems will allow you to take consistent action with less reliance on motivation while giving you a better chance to be happy with your progress.

21 financial tips to take into 2021…

For you, your family, and your business.

What to do with savings if 2021 looks like 2020

Trying to time the market is potentially damaging.

Structuring a tax-efficient retirement and savings plan

Your taxable income decreases by the amount that you save for retirement.

December 2020 economic update

Bitcoin had an eye-watering 300% increase for the year.

Are you an executive on a company pension? You need help!

Even though you have a company pension fund, you remain primarily responsible for the management of these funds.

The benefits of Commonwealth citizenship

EU residency and visa-free travel to over 100 countries, including the UK and the Schengen zone.

Company pension funds – myth or magic

You cannot rely on your company retirement benefits to solely support you for an almost equal period as your working career.
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