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Value of money changes over 90 year life of the Queen
With Her Majesty The Queen’s 90th birthday celebrations in full flow on Sunday – and crowds of well wishers in […]
Julia Docker
Jun 14, 20163 min read


Here’s the secret to money & happiness
Money can’t buy happiness. At least that’s the received wisdom. In reality, studies have shown there is a correlation between […]
Julia Docker
Jun 13, 20162 min read


What is my house worth now?
House prices. The topic of dinner party conversation and regular focus of the British press are probably the most frequently […]
Julia Docker
Jun 9, 20163 min read


Avoiding inheritance tax through Business Property Relief
Family owned and managed businesses make a major contribution to the success of the British economy. According to the Institute for […]
Julia Docker
Jun 7, 20162 min read


I’m worried about running out of money in retirement
What is your biggest worry about retirement? For many people, it’s the fear of running out of money before the […]
Julia Docker
Jun 2, 20162 min read


Living with mum and dad
Shortly after I graduated from University, I returned back home to live with my mum and dad. After the experience of […]
Julia Docker
May 30, 20162 min read


This happened when she didn’t insure our cat
Shortly before Easter, we had to take our cat to the vets. Jack Black* is three years’ old and my […]
Julia Docker
May 24, 20162 min read


Nobody likes to talk about death. This is why you must.
Something we always recommend to our clients is to make a will. Having a valid will in place makes so […]
Julia Docker
May 23, 20162 min read


Bailing out financially independent children
A common theme on this blog is the plight of the sandwich generation; those people sandwiched between the financial demands […]
Julia Docker
May 19, 20162 min read


Are you a financial procrastinator?
I’m an expert procrastinator. When something needs doing, I can quite happily fill my time with inane tasks until the […]
Julia Docker
May 16, 20163 min read


Women suffer more from losing a partner
Women are more likely to suffer the financial and practical implications of losing a partner, according to new research. Royal […]
Julia Docker
May 12, 20163 min read


Moving in with parents after a break up
The term ‘Boomerang Generation’ is in common parlance, with many young adults choosing to share a home with their parents […]
Julia Docker
May 11, 20162 min read


Generation Inflation debunks silver inflation phenomenon
We all experience price inflation differently. The official inflation figures, published each month by the Office for National Statistics, provide […]
Julia Docker
May 10, 20163 min read


Financial protection becomes a lower priority
May is Stroke Awareness Month and new research has identified financial protection has become a lower priority for many families. […]
Julia Docker
May 4, 20162 min read


Peter Pan generation costing parents £1.2bn a year
A financial challenge often faced by our clients is being a part of the sandwich generation; squeezed between making provision […]
Julia Docker
May 3, 20162 min read


Do you trust your children to pass on an inheritance?
Financial planning across different generations can pose some tricky challenges, with family dynamics often throwing a spanner in the works […]
Julia Docker
Apr 28, 20162 min read


Women saving too little & risking poverty in retirement
Are women in their twenties and thirties saving to little and risking poverty in retirement? New research being launched today […]
Julia Docker
Apr 20, 20163 min read


Financial implications of losing a partner
None of us like to think about losing a partner, despite how serious the financial implications of such an event […]
Julia Docker
Apr 19, 20163 min read


Grandparents & the education economy
Grandparents are playing an increasingly important role in the education economy, contributing £6.4bn each year towards the private education costs of […]
Julia Docker
Apr 18, 20162 min read


Dealing with in debt in later life
Starting a new family after getting divorced or separating from a long-term partner has become more common in recent years. […]
Julia Docker
Apr 14, 20162 min read
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