Retirement – it’s not ALL about your finances

  Whenever we talk about retirement, the focus tends to be on pensions, with an assumption that everything will fall into place, providing there is enough in your pension pot when you retire.   Preparing emotionally Many retirees simply aren’t prepared for how significantly their life will change, and many, while not missing work, will…

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FOMO – Fear Of Missing Out

With the end of the tax year approaching FOMO might not be a phrase that would spring to mind, but with a number of allowances being time critical, FOMO is exactly what you should be thinking. The obvious one is your ISA allowance. You can add up to £20,000 into an ISA each tax year,…

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Where there’s a Will, there’s a Way

What a year. A year dominated by R rates, positive Covid tests and an unbearably high death toll.  It’s life (Jim) but not as we know it. And, naturally, what comes with this ‘new normal’ life is sadly the awareness of one’s own mortality. Thinking about one’s death, rather morbid as it may seem, and…

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Business Interruption and Supreme Court Verdict (Update)

On 15th January 2021, the Supreme Court delivered its judgment on the Financial Conduct Authority’s (FCA) business interruption test case. The Supreme Court’s judgement is complex and insurers have been reviewing how their policy cover may respond to claims. Many policy wordings (including Zurich’s Practice Insurance arranged through us) were not in scope of the…

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The year our banks (and our emotions) went into lockdown.

Are your investments at the mercy of your emotions? It goes without saying that 2020 was an extraordinary year. The devastation caused by a microorganism has served as a reminder to us all to not take things for granted. All of us have been affected by the impact the pandemic has had on our everyday…

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Business Interruption and Supreme Court Verdict

On 15th January 2021, the Supreme Court delivered its judgment on the Financial Conduct Authority’s (FCA) business interruption test case. The Supreme Court’s judgement is complex and is still to be clarified in a set of declarations. We understand that many businesses will be hopeful of a successful claim as a result of this judgment.…

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On the 12th Day of Christmas my true love gave to me…. A smoking bishop?!

Christmas traditions may vary between families, but did you know about these 12 slightly quirkier customs and facts which form part of our British Christmas culture, past and present? 1. The Ashen Faggot Originally a fertility ceremony from Saxon times, the faggot is a bundle of green ash sticks bound together with nine bands of…

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Enter the ‘Festive Eco-warrior’.

Step aside, Rudolph! Go to the back of the line, Frosty! There’s a new character in the Christmas line-up… David Attenborough has made his message loud and clear. We CAN slow climate change down. Every small change that we make DOES make a difference. Here’s our round-up of top festive eco-warrior tips to make your…

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