Life Assurance
The Pros and Cons of Annuities
Posted in Financial Planning, Fiducia News (+6 more), on 05.04.24 Read Annuities allow retirees to receive a guaranteed income for life in exchange for a lump sum payment from your pension fund....Optimal Asset Allocation in your 50’s
Robert Wood, Senior Financial Adviser
Posted in Financial Planning, Residential Nil Rate Band (+13 more), on 07.02.24
Read
Reaching your fifties can represent a shift in outlook towards investments. The aggressive growth strategies of younger years...
Reconsidering Inheritance Tax
Posted in Fiducia News, Financial Advice (+4 more), on 05.10.20 Read Inheritance tax (IHT) is tax due on the estate upon someone’s death and is one of the most challenging taxes for those...Can I access Life Insurance after Covid-19?
Posted in Fiducia News, Financial Advice (+5 more), on 07.09.20 Read As many will know, the over 65s have experienced disproportionately high levels of mortality both directly and indirectly from...Financial Protection: what to do when things go wrong.
Posted in Financial Planning, Financial Advice (+3 more), on 25.05.20 Read What to do when things go wrong? Everyone has their own unique story to tell throughout the Covid19 nightmare we find...Banks or Piggy banks? How to save for children.
Posted in Financial Planning, Financial Advice (+6 more), on 16.03.20 Read During volatile financial times, future proofing against economic turmoil by investing for our loved ones can seem more...Finding the best mortgage solution for you rarely comes ‘off the shelf’.
Posted in Financial Advice, Guest Editor (+2 more), on 04.12.19 Read This month’s guest blog comes from our professional connection H D Consultants, provided by principal and founder Howard...ISA returns of the year
Gordon Kearney, Managing Director & Financial Adviser
Posted in Financial Advice, ISA's (+3 more), on 15.03.18
Read
Taking control over where your money is invested tax-efficiently
A new tax year is nearly upon us – and that means for all...
