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Coping with life-changing events

Plan for tomorrow, live for today Change is the only constant in life. It inevitably involves twists and turns, with some that are expected while others may be entirely unplanned. When this happens, it’s important to feel secure with the knowledge that you have the right contingency plan in place. None of us can predict exactly what a life-changing event…
Jen Paice
October 4, 2021
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Inheritance Tax

Minimising the impact of on your estate The latest Inheritance Tax (IHT) statistics show an additional 4% was added to HM Revenue & Customs receipts compared to the previous year. IHT is a tax payable when you die. Whether your beneficiaries have to pay it, and how much they’ll pay, is based on the value of your estate. Your estate’s…
Jen Paice
September 13, 2021
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New Year, New Start to Your Finances

Taking Time to Understand Your Financial Plans Will Really Pay Off. At the start of every year we have great intentions, as financial promises are renewed. Getting our financial life in order will be a top priority for many as we enter 2021. Consider focusing on two key areas: goals related to being prepared for the unexpected this year, and…
Jen Paice
January 27, 2021
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Podcast – Circular World of Fashion

Our newest podcast episode is now live, https://linktr.ee/fourwordpodcast This episode is called 'Circular World of Fashion' and the four words we are thinking of this week are, Design Consumption Responsibility Transparency In the wake of Black Friday and Christmas shopping, we’re offering something a little less finance-focused by looking into the world of eco-friendly fashion.  Our Christmas parties might look…
Jen Paice
December 4, 2020
Savings & InvestmentsUncategorized

Investing Principles

Focus on what you can control. The deep global economic shock and uncertainty surrounding the coronavirus (COVID-19) pandemic has made everyone rethink their finances and investments, making it clear that financial security is more important than ever to our overall well-being. While it’s almost impossible to plan for a global pandemic, you should still have an investment strategy that grows…
Jen Paice
November 27, 2020
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Podcast – Blazing a Female Trail

The next episode of our podcast is now live! https://linktr.ee/fourwordpodcast In this episode, we are joined by successful female changemakers Anne Johnstone and Cathi Harrison. The four words we are thinking of this week are, Bravery Aspiration Inspiration Representation Anne is the recent founder of Fair Futures Partnership, a consultancy specialising in ESG advice and she is on a mission…
Jen Paice
November 6, 2020
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Over-50s with no Pension Provision

Consequences of not saving enough for retirement in our twilight years Planning ahead for retirement will help ensure you’re on track to achieve the financial future you want. However, millions of retirees may face the prospect of living in poverty during their twilight years and having to rely only on the State Pension as a result of failing to plan…
Jen Paice
November 5, 2020
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Podcast – Responsible Investing – by Default or Design

Episode 5 is now live! https://linktr.ee/fourwordpodcast This episode is called Responsible Investing - by default or design and the 4 words we are thinking of this week are, Money Awareness Diversity Optimism In this episode, we are joined by Charlene Cranny, Communications and Campaigns Director at UKSIF and Director of Good Money Week. Joining Charlene is our very own Scott…
Jen Paice
October 23, 2020
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Caveat Emptor: ‘Let the buyer beware’

As a result of the coronavirus (COVID-19) pandemic, there has sadly been an increase in the number of fraudsters exploiting people’s fears, targeting pension savers, investors and online consumers. New research reveals one in five (22%) have received emails, texts, phone calls and other communications that mentioned coronavirus and which they suspected to be a financial scam – which equates…
Jen Paice
October 22, 2020

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