Ancient greeks and all things sport

Ancient greeks and all things sport

What a week off!  I’ve recently returned from Devon enjoying some time away with my fiancé and golden retriever to have a small break from the office and enjoy the UK “summer”.  The temperature didn’t break 20C and we had to dodge the showers to spend most of our time...
Inheritance tax and pensions

Inheritance tax and pensions

Did you know that inheritance taxes do not as a rule apply to pensions?  There are some circumstances where it can be argued they should apply but it is quite rare for these to be proven.  To benefit from the exemption though you do need to have your pensions set up...
Face to face financial planning

Face to face financial planning

We are one year on at WKM and I have to say I am delighted with our progress.  With the support of clients and professional relationships, we have been able to create a diverse client base which provides us with a secure line of business for the future.  I think it is...
Collaboration

Collaboration

A hallmark of our planning with clients is to work closely with their other professional advisers (accountants, solicitors, finance brokers).  It may sound like a ‘given’ but you would be surprised how many advisers work on their own when advising.  I prefer to run my...
Enjoy the plays

Enjoy the plays

“Me: it isn’t about short-term gains but long-term sustainable returns… Michael: even though I do keep an eye on the prize, doesn’t mean I can’t appreciate every play of the game.” The above was an extract of my email exchange with...