News & Blog

  • 12 January 2018

    Can I afford to buy my dream car?

    By FMB

    Jonathon has always been a petrolhead and had a fascination for sports cars in particular. Over the years he has always owned nice cars but usually second hand. He was pretty well off but it would have been far too frivolous to spend serious money on a supercar. Also, he had no idea how much money he was going to need in future so to splurge a significant amount in his 50’

  • Different stages in life have different priorities. If you are in your thirties or forties you are probably an accumulator. There is no time like the present to review your finances and have a complete overhaul. Start by having a good look at the things you already have in place and make sure they are right for you. What about your mortgage, as time moves on there may be

  • 31 October 2017

    When can I retire?

    By FMB

    Your financial freedom awaits but when is YOUR financial freedom day?

    Clearly thousands of people are looking on Google for the answer. Many people assume they will retire at state pension age, or the age which has been defined by a scheme to which they or their company have paid in.

    Shouldn’t that day be defined by YOU?

    Some people can’t wait for freedom. To others

  • 26 September 2017

    Labour Pension Vote Winner?

    By FMB

    I’m following the Labour Party conference this year with interest to see what thinking is emerging regarding tax, spending and state benefits and pick out the things that might perhaps impact on our clients.

    Shadow Work and Pensions Minister Debbie Abrahams spoke yesterday and this is what she said; “We promised in our Manifesto to provide pension credit and additional

  • 01 September 2017

    You think you can't be scammed?

    By FMB

    Well, somebody has been!

    In February, the Financial Conduct Authority (FCA) said it had received 11,650 enquiries regarding scams between 1 December 2015 and 30 November 2016. 13% of all their dealings with consumers were about scams.

    You might be reading this thinking, I’m a grown up, I can handle myself. I would never fall for a scam. What about your more elderly

  • 13 July 2017

    Sharing a slice of the cake

    By FMB

    There are lots of reasons people don’t want to give away a slice of their hard earned cake! However, it could help you reduce your estate and therefore your Inheritance Tax liability.

    1) I don’t know the rules, I don’t want to cause a problem with the tax man. 2) Don’t you have to live 7 years for it to be tax free? 3) I don’t know if I will need it myself. 4) I don’t

  • For years I have looked on with awe and envy at the people who have participated in the Brathay 10in10. The first time I learned of this event was on the day that I took part in my first marathon; The Brathay Windermere Marathon back in 2010. The 10in10 eventers set off about an hour before us, and I remember watching them, struggling to get my head around the fact that

  • 13 June 2017

    Money doesn’t grow on trees!

    By FMB

    Every year, around this time in my village of Kirkby in Furness, there is what has become a traditional fun event aimed at families, but much loved by all. This year it involves 96 households, placing an unusual article ‘on show’ in their garden, for the curious to wander around, peering into hedges and bushes to spot the object. The results are duly logged on a

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