This Christmas, Start a Family Tradition of Charitable Giving
Everyone knows that Christmas is the season of giving. But with all the emphasis on presents, parties and festive fun,...
How to improve your personal well-being
How has your personal well-being changed over the course of the past year? It’s arguably a difficult thing to measure....
Budget 2018 Briefing Note from Informed Choice
Following the Budget this afternoon, Martin has produced a free briefing note for our clients and professional contacts. Within this...
Guildford is the inheritance tax capital of the UK
Guildford is well known for a lot of things, including its Saxon roots, cobbled High Street and Lido swimming pool....
Shelley talking about inheritance tax planning
Informed Choice financial planning director Shelley McCarthy presented a seminar this morning on the subject of inheritance tax planning. We...
To transfer your pension pot…or not
Each week we’re contacted by people with a burning financial question; should I transfer my defined benefits pension plan, or...
Millennials at the bottom of the financial mountain
Born in the autumn following Euro 96, only leaving full time education in 2015 and largely dodging the minefield of...
Reasons you need to make a will
Making a will doesn’t mean you are going to die! A large number of adults have not made valid wills...
Extraordinarily lucky
This feature – Extraordinarily lucky – first appeared in the September 2018 edition of Informed magazine One part of my...
Leaving money to charity in your will
Remember A Charity in your Will Week 2018 is underway and a good reminder to take action if leaving money...