If you started getting financially organised this year, then you should have set yourself some outcomes in January. The Money Plan is a book and a system I created to getting people on track, which includes splitting the year into quarters where you can ‘check in’ to assess your progress towards your goals. By Q4, […]
Category: Handy guides
Christmas is one of those times of year where sensible people do some silly things. We might have been good all year when it comes to our health, diet or money, but then the jingle bells come on the radio and the streets are decorated with magic, and we forget everything and overindulge! When it […]
Many of us will gift to charitable causes regularly throughout the year, using Gift Aid or Payroll Giving, but fewer of use appreciate how this works, we purely give from the goodness of our hearts to help others less fortunate. Find out how it works and how it can save you money on your tax.
Members of pension schemes are permitted to fund into the pension the lower of 100% of their earnings or £40,000. However high earners (over £110,000) may have the £40,000 limit reduced, down to a minimum of £10,000. This limit is known as the Annual Allowance. When you exceed the annual allowance and have carried forward […]
This short video clearly explains why were believe in using the Index Funds rather than Active Fund Management.