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Tax Rises and Social Care - What we know so far
Michael Roberts FPFS
  • Sep 8, 2021
  • 3 min

Tax Rises and Social Care - What we know so far

It was announced today (after much speculation) that some new measures would be brought in as part of the new care funding solution for...
39 views
Working through an Umbrella Company
Michael Roberts FPFS
  • May 10, 2021
  • 1 min

Working through an Umbrella Company

In the past, many individuals have undertaken contract work through their own limited company. Following recent changes to the IR35...
26 views
Budget Summary
Michael Roberts FPFS
  • Mar 3, 2021
  • 5 min

Budget Summary

The Budget Statement was delivered by Chancellor of the Exchequer, Rishi Sunak earlier today. It takes place following what has...
23 views
Leaving your pension on autopilot could be dangerous
Michael Roberts FPFS
  • Oct 28, 2020
  • 4 min

Leaving your pension on autopilot could be dangerous

Many workplace pensions, and indeed personal pensions, set up over the years have included an option commonly referred to as...
34 views
Pension contributions for high earners
Michael Roberts FPFS
  • Apr 17, 2020
  • 5 min

Pension contributions for high earners

Since 2016, individuals with income in excess of £110,000 have been subject to a piece of (in my view) bonkers legislation known as the...
54 views
Planning for Volatile Markets
Michael Roberts FPFS
  • Apr 3, 2020
  • 4 min

Planning for Volatile Markets

I wrote in my recent article that "Successful long-term investors are continuously acting on a Plan, rather than continually reacting to...
46 views
How to react to volatile markets
Michael Roberts FPFS
  • Mar 20, 2020
  • 2 min

How to react to volatile markets

In this note I will not seek to commentate on how and why markets have reacted in the way they have to recent events, much less offer...
105 views
The silent killer of financial plans
Michael Roberts FPFS
  • Jan 26, 2020
  • 3 min

The silent killer of financial plans

When thinking about the future, considering the time when you’ll no longer be working and will instead be relying on your own resources,...
18 views
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