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Using property wealth to future proof your home
An important part of financial planning in later life is considering where you will live and the associated costs. As […]
Julia Docker
Jul 11, 20173 min read
How to avoid sleepwalking into a retirement shortfall
What’s a reasonable amount of money to save each month towards your retirement? Some new research suggests a combined 12% employer […]
Julia Docker
Jul 2, 20175 min read
Transferring the inheritance tax nil rate band
One of the questions I was asked at our inheritance tax planning seminars on Thursday was about the ability to […]
Julia Docker
Jun 26, 20173 min read
Executors paying inheritance tax bills
If you’ve agreed to act as executor to the estate of family or friends, you might face an unexpected tax […]
Julia Docker
Jun 15, 20173 min read
What the election result means for your money
Theresa, Theresa, Theresa. What have you done?! When the results of the exit poll were announced at 10pm last night, […]
Julia Docker
Jun 9, 20174 min read


Inheritance tax seminars in Cranleigh
Informed Choice is hosting two seminars about inheritance tax planning. These free seminars are for anyone who wants to learn […]
Julia Docker
May 22, 20171 min read


Retirement on the road
This article first appeared in issue one of Informed, the new client magazine from Informed Choice. One of the benefits […]
Julia Docker
Mar 28, 20175 min read


Budget 2017 Briefing Note
Following the Budget at lunchtime today, Martin and Shelley have produced a free briefing note for our clients and professional […]
Julia Docker
Mar 8, 20171 min read


Five Ways to Reduce the Risk of Identity Theft
It’s a scary world out there and, sadly, there are plenty of people who want to steal your personal information […]
Julia Docker
Jan 26, 20173 min read


Did your financial habits change because of 2016?
2016. The year a year became a real life, living, breathing entity. If posts on Twitter were any reflection of […]
Julia Docker
Jan 24, 20173 min read


Making Tax Digital update
Making Tax Digital is a government initiative that sets out a vision for ‘a transformed tax system and the end […]
Julia Docker
Jan 14, 20173 min read


Applying the 10th man doctrine to your Financial Planning
I’m a sucker for a good zombie movie. George Romero’s 1968 Night of the Living Dead tops the list for […]
Julia Docker
Jan 10, 20172 min read


Essential spending continues to rise
Price inflation appears to be on the rise, with the cost of food and drink causing essential household spending to […]
Julia Docker
Dec 29, 20162 min read


Winchester is the best place to live
I spent one of the best years of my life living in the City of Winchester. After giving up on […]
Julia Docker
Dec 22, 20163 min read


Don’t let money worries ruin Christmas
With Christmas rapidly approaching, worrying about money can be a real cause of stress. New research has confirmed it is […]
Julia Docker
Dec 17, 20162 min read


Autumn Statement 2016 Highlights
Chancellor Philip Hammond presented his Autumn Statement to the House of Commons at lunchtime today. This is Hammond’s first Autumn […]
Julia Docker
Nov 23, 20162 min read


How much do you need to feel wealthy?
One part of the Financial Planning service we offer is helping our clients identify their ‘number’. This concept was made […]
Julia Docker
Nov 22, 20163 min read


Financial tug of war between the generations
Could the combination of parents and children banking on financial support from each other lead to a financial tug of […]
Julia Docker
Nov 15, 20162 min read


Home alone over 65 & full nest parents
New figures from the ONS have highlighted the changing shape of family life in the UK, with home alone over […]
Julia Docker
Nov 8, 20163 min read


7 reasons your Financial Plan isn’t working
In simple terms, Financial Planning is an ongoing process to help you make sensible decisions about money that can help you […]
Julia Docker
Oct 24, 20164 min read
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