Tag Results
Can you afford to retire? Cash flow planning could be the answer
Tuesday, 5 February 2019With the New Year often comes a renewed drive to sort out all of those niggling issues that you were not able to address last year. Your personal finances should be no exception.
Tags: Saunderson House
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Financial Planning for Barristers: Juniors
Wednesday, 23 January 2019Are you able to balance paying down your mortgage debt with escalating living costs and making retirement savings?
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Financial Planning for Barristers: Soon to Retire / Move to the Bench webinar
Wednesday, 16 January 2019Are you on track to get the most out of your retirement? As you progress towards the end of your career as a barrister, you may have more complex and unique financial planning requirements, such as how to draw down your pension savings tax efficiently and around Inheritance Tax Planning.
Tags: Saunderson House
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Who wants to be an ISA millionaire?
Friday, 11 January 2019Becoming an ISA millionaire used to be nothing more than fanciful thinking, even for the very wealthy.
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New Year, New Start…
Tuesday, 8 January 2019The start of a new year is often a time for reflection, addressing lingering items from the previous year and planning ahead for the year to come. For busy individuals, this can be a good time to bring your personal finances to the top of the pile, at least momentarily taking stock and ensuring not only that you are prepared for the end of the tax year, but that longer-term financial goals are also well planned for.
Tags: Saunderson House
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Younger professionals report greatest pressures affecting financial wellbeing
Thursday, 8 November 2018In our new report, we investigate what drives financial wellbeing among High Net Worth individuals. Curiously, the financial element of wellbeing stands out as an angle rarely covered amidst the boom in wellbeing support offered by professional firms in recent years.
Tags: Saunderson House
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Time is the ‘stone in the shoe’ hindering financial wellbeing for High Net Worth individuals
Thursday, 1 November 2018Many might wonder why this question is worth considering. But according to our latest research, it’s an area more High Net Worth professionals could use some assistance in.
Tags: Saunderson House
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Brexit: Positioning your portfolio
Thursday, 25 October 2018With just six months to go before the UK is due to leave the EU – and the shape of the country’s future relationship with the continent still far from clear – many clients are asking how Brexit will affect their portfolios.
Tags: Saunderson House
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Autumn budget: personal finance considerations
Friday, 19 October 2018Chancellor Philip Hammond finds himself between a rock and a hard place as he prepares to deliver the Autumn Budget on Monday 29 October 2018.
Tags: Saunderson House
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Improving financial wellness at the Bar
Friday, 27 July 2018A major challenge for barristers aside from being time-poor is ascertaining the magnitude of insurance cover and retirement savings required to meet their personal needs, as these decisions are not guided, in the example of an employee, by the company in which they work.
Tags: Saunderson House
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