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Michael Roberts FPFS
- Dec 13, 2022
- 3 min
Cash - are interest rates interesting again?
Whilst cash is not usually a suitable home for money that is expected to be sitting around for the longer term, we usually recommend...
57 views
Vicki Watts
- Nov 17, 2022
- 3 min
Lending a helping hand in times of vulnerability
From time to time, every one of us may be able to describe ourselves as ‘vulnerable’ for one reason or another; indeed, The Financial...
58 views
Michael Roberts FPFS
- Sep 7, 2022
- 2 min
When bad news is all around...
Had I told you last September that in a year’s time: Inflation would be over 12% Interest rates will be 7 times higher Our energy bills...
104 views
Michael Roberts FPFS
- Jun 21, 2022
- 2 min
Important information for Trustees
Trustees are required to register with the Trust Registration Service by 1st September 2022. If you're a trustee, find out more here.
72 views
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...
42 views
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...
28 views
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...
24 views
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...
52 views
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...
60 views
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...
47 views
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...
111 views
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,...
20 views
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