Up to 11 pensions to keep track of People struggle to keep track of their pensions – 3 out of 5 people don’t know what they have.

Mark's story of helping his mother stay at home Mark's mother Jean, a former nursing sister, was diagnosed with Alzheimer’s in 2008. Six months later her,

I was delighted to be announced as a Finalist in the 'Retirement and Later Life Advice Specialist of the Year' category by our professional body,

The £50,000 higher rate threshold, accompanied by a £12,500 personal allowance, has some interesting hidden consequences. The Chancellor’s…

Millions at risk of not planning sufficiently for care Millions of people are underestimating the cost of paying for a care home place - potentially putting,

20% of parents passing on wealth early New research from Direct Line Life Insurance suggests that 20% of parents – 6.9m mums and dads –

Why cash flow planning is the foundation of excellent advice Most financial advisers still don't build cash flows for clients. It's something we've done…

You probably know my beliefs about investing. Rather than playing an expensive game based on information over which we have little control,

When I founded MFP almost ten years ago I knew I wanted to bring more to clients' lives than just advising them on financial products. So,

If there is a universal investment ideal, it is this: Every investor wants to buy low and sell high. What if I told you there is a disciplined process for doing,

Let’s continue our alphabetic tour of common behavioural biases that distract otherwise rational investors from making best choices about their wealth.

After completing a twenty-page detailed application form, providing copies of numerous procedures and client recommendation reports and undergoing,

Here we look at some tax planning strategies we use to reduce Capital Gains Tax. Last year over £6.9 billion of Capital Gains Tax was paid,

We receive a number of clients from St James's Place each year. For those who don’t know St James's Place, they are a large provider of Pension…

Cruise Ship or Care Home? Which would you rather? When your are in the unfortunate position of having to find a care home for yourselves or a loved one,

For the second year running we have been shortlisted in the 'Retirement Adviser of the Year' category of the Moneyfacts Investment Life & Pensions Awards.

By 2020/21 you could save up to £1m of your wealth from Inheritance Tax as a family. Each parent will have a nil-rate band of £325,000 plus a Residence…

Last year the Government announced measures designed to tackle the growing number of estates being drawn into an inheritance tax liability through…

The financial planning profession is changing again. Since the merge of the Institute of Financial Planning (IFP) – the UK-based body responsible…

Have you ever made yourself suffer through a bad movie because, having paid for the cinema ticket, you felt you had to get your money’s worth?