Latest News The latest news and views covering the Teachers Pensions, the Teachers AVC and general Financial Planning news. Page 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
Planning For Care 24/08/2023 Ged O'Neil Bell The UK has an ageing population, which means that a significant number of people require care as they get older. This can range from daily help with household tasks to 24-hour nursing care. There is [...] Tagged in Financial Planning, Long Term Care, Planning For Care Read more Preparing Mentally For Retirement 22/08/2023 Ged O'Neil Bell Retirement planning is more than simply paying into a pension. It could be the biggest lifestyle change you have faced since starting your career, moving into your own home, or becoming a parent. This[...] Tagged in Early Retirement, Financial Planning, Pension Age, Planned Retirement, Retirement Planning Read more A Short Guide To Investment Risk 20/08/2023 Ged O'Neil Bell When you think about investment risk, what comes to mind? Some people are worried about losing money and would consider themselves risk averse. Others are comfortable with risk and enjoy the thrill of[...] Tagged in Financial Planning, Investing, Risk Read more Should I Invest A Lump Sum Or Monthly? 12/08/2023 Ged O'Neil Bell Whether you are retiring this year, still working and trying to boost your savings or already retired and trying to achieve higher returns on your capital, with an uncertain outlook many wonder whethe[...] Tagged in Financial Planning, Investing Read more Why Everyone Needs A Lasting Power Of Attorney 04/08/2023 Ged O'Neil Bell Amongst the tragic news stories arising from the Covid-19 pandemic, one has stood out. TV presenter Kate Garraway’s husband, Derek Draper, has suffered severe health problems for well over a year si[...] Tagged in Estate Planning, Financial Planning, Lasting Powers of Attorney Read more Market Review – July 2023 02/08/2023 Ged O'Neil Bell July has been a fairly strong month for global markets, despite soaring temperatures in many parts of the world. The effects of climate change become more apparent every summer, impacting producti[...] Tagged in Market Updates Read more The Teachers AVC Tax Trap 29/07/2023 Ged O'Neil Bell Many teachers don't realise that a strange quirk with their Prudential AVCs could leave their families with a potentially large and unexpected - but easily avoidable tax bill. One of the advantages[...] Tagged in Financial Planning, Inheritance Tax, Teachers AVCs Read more A Short Guide To Junior ISAs 29/07/2023 Ged O'Neil Bell It’s never too early to start planning for the future. Saving for your child can make those important milestones, such as a car, a wedding, or a deposit on a first home, much more achievable. It can[...] Tagged in Financial Planning, Junior ISAs, Saving For Children Read more Why Setting Clear Goals is Vital for Financial Planning 22/07/2023 Ged O'Neil Bell A successful financial plan has many key components, for example, investments, protection, and tax efficiency. But the most important part of any financial plan is making sure that you achieve your [...] Tagged in Cashflow, Financial Planning, Goals Read more 5 Common Estate Planning Mistakes 21/07/2023 Ged O'Neil Bell Many people put off decisions around estate planning. It can be a complex area, as well as being a difficult subject to think about. But having an estate plan in place can help to reduce stress fo[...] Tagged in Disinheritance, Estate Planning, Financial Planning, Trusts, Wills Read more Market Review – June 2023 05/07/2023 Ged O'Neil Bell The UK has seen a degree of volatility this month, as oil and gas prices have dipped and interest rates have risen again. However, there has been some positivity in global markets, mainly driven by t[...] Tagged in Market Updates Read more Building A Deposit 05/07/2023 Ged O'Neil Bell Some people are fortunate enough to have enough money to buy a property outright. Most of us, however, will need to save up for a mortgage deposit. How do you overcome this challenge? Fortunately, ma[...] Tagged in Financial Planning, Mortgages, Property, Teachers Mortgages Read more Avoiding Herd Mentality 26/06/2023 Ged O'Neil Bell As humans, we rely on social proof and the opinions of others. Whether we are buying a new car, searching for a plumber, or looking for a new restaurant to try, most people will look for recommendatio[...] Tagged in Financial Planning, Mortgages, Property, Teachers Mortgages Read more Buying A Home: Guide To Fees 24/06/2023 Gemma Trantum When buying a property it is easy to fixate on the asking price, here is our guide to fees. Yet have you considered how various fees could impact the total amount that you might pay? The costs of taxe[...] Tagged in Financial Planning, Mortgages, Property, Teachers Mortgages Read more Market Review – May 2023 31/05/2023 Ged O'Neil Bell As we approach the summer months, many global markets have taken a slight downturn following the cautious optimism of April. Much of the volatility is still being driven by rising energy costs, inflat[...] Tagged in Market Updates Read more Seven Tips To Sell Your Home 26/05/2023 Gemma Trantum Perhaps you just accepted a job overseas and need to sell your home quickly. Or, maybe you are going through a divorce or you are looking to sell an inherited property. Whatever the reason, selling a [...] Tagged in Financial Planning, Mortgages, Property, Teachers Mortgages Read more Page 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23