Michael Roberts FPFS
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...
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Michael Roberts FPFS
Oct 28, 20204 min read
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...
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Michael Roberts FPFS
Aug 8, 20202 min read
Lasting Power of Attorney goes virtual
As anyone who has ever tried to use a Lasting Power of Attorney (LPA) will know, it can be a painful process. Invoking an LPA to,...
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Michael Roberts FPFS
Apr 17, 20205 min read
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...
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Michael Roberts FPFS
Apr 3, 20204 min read
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...
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Michael Roberts FPFS
Jan 26, 20203 min read
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,...
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Michael Roberts FPFS
Jan 25, 20202 min read
The amazing power of compound interest
Consider the following two guys. Dean and Dan. Both age 25 they have studied together at uni and are now entering the world of work. Dean...
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Michael Roberts FPFS
Oct 24, 20191 min read
Inflation busting increase for State Pension
Each year the State Pension increases by the greater of CPI inflation, average wage growth or 2.5%. This is the so called “Triple Lock”,...
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Michael Roberts FPFS
Jul 20, 20195 min read
Should I buy a property to let?
When we speak to people who have money to invest, often their first thought is to buy a property to let. Purchasing property as an...
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Michael Roberts FPFS
Jul 6, 20192 min read
How many years does it take to get the maximum State Pension?
The State Pension is a great benefit that most people qualify for in some way, and it can make an enormous different to income...
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Michael Roberts FPFS
Jul 6, 20192 min read
Tax changes on Buy to Let Properties
The start of the new tax year saw further tax changes for landlords, with the amount of mortgage interest that can be offset against...
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Michael Roberts FPFS
May 21, 20192 min read
Career Solutions for Everyone
I was very interested to hear in a recent Forward Planning meeting with my clients Jeremy and Maria Heffer, about a new business venture...
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Michael Roberts FPFS
Apr 1, 20192 min read
Don't plan for a great life, start living it today
Financial advice has long been about planning for the future, often aiming for one single event; retirement. Focussing on your savings,...
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Michael Roberts FPFS
Apr 1, 20193 min read
Preparing for Retirement
There are many reasons why people who could retire are hesitant to do so. Some people think they need to wait until they’re 65 or older....
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