by Patryk D. | Feb 16, 2021 | Estate planning, Financial planning, Investment, Retirement and pensions
Tax-Tips: April 5th approaches! There are several important and valuable tax-planning opportunities that will be lost after 5 April 2020. With only around 2 months to go until the end of the tax year, there is still time to take advantage of various tax-planning ideas...
by Patryk D. | Jan 14, 2021 | Investment, Retirement and pensions
Our 2020 Annual Market Review is now available for download. A market performance and asset class commentary with data provided by Dimensional Fund Advisors. The aim of the Review is to give you a general overview of what has happened in the financial world over...
by Patryk D. | Jan 11, 2021 | Financial planning, Investment, Retirement and pensions
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets. The novel coronavirus was...
by Patryk D. | Oct 23, 2020 | Investment, Retirement and pensions
Our Q3 Market review is now available for download. Each quarter we share a market performance and asset class commentary with data provided by Dimensional Fund Advisors. The aim of the Review is to give you a general overview of what has happened in the financial...
by Patryk D. | Aug 26, 2020 | Cashflow planning, Financial planning, Investment, Retirement and pensions
If you’re about to or have already retired and have a Defined Contribution pension or savings as a source of retirement income, then you are likely to be asking yourself: “How much income can I draw each year without running out of money before the inevitable?” This...
by Patryk D. | Jul 22, 2020 | Financial planning, Investment, Retirement and pensions
Professor Fama is one of the world’s most influential financial minds, a Nobel prize winner and widely recognised as the ‘father of modern finance’. His research is well known in both the academic and investment communities. He is strongly identified...
