getting ahead
is getting started”
Mark Twain
Teamwork
Tim and family have been enjoying the Tokyo Olympics and takes a look at some lessons in teamwork we can all learn from.
Ancient greeks and all things sport
What do Aristotle, team structures & visual financial planning aids have in common? Read Adrian’s blog to find out!
New experiences
We welcomed Georgie Kirby for some work experience and we’re delighted that she learned something and enjoyed it too!
Independent
WKM is independent and Ben’s recent experience whilst on holiday is a pleasant, if small reminder of the benefits of independence
Lifetime allowance
Pensions & rules go hand in hand. The Lifetime Allowance is one of those rules and it’s worth being aware of it…..
6 month review
Tim reflects on our recent review of progress vs our plan and the need to reflect whilst also looking forward.
Enjoy the journey….
Loz reflects on recent updates to the easing of lockdown restrictions and the desire to appreciate the good things….
Pensions – contributions and tax
Confused about pensions? Not sure how much you can contribute? What are the rules? Read on….
Inheritance tax and pensions
Pensions are particularly beneficial for numerous reasons, but has inheritance tax and pensions been your radar?
How do you define success?
Defining always a challenge, but perhaps even more so in the investment world, as Ben discusses….