Tutorials

 

  

Parachutes and protection

Life insurance

Life insurance

is like a parachute; for it to work, you have to be wearing it before the emergency. I have seen families’ relief at the news of life insurance benefit. In my opinion, life insurance suffers undeserved mistrust. At this tutorial, I help people identify the risks to which they feel vulnerable; the duration each risk is likely to persist; an appropriate level of cover lest the risk come to pass. All cases of Family Income Benefit I arrange free of any charge by me.
Leaving your loved ones an inheritance

Inheritance tax

fits well the first rule of a successful tax: easily collectible. For that reason, I imagine IHT will more likely stay on the statute books than go to scrap. In my experience, people muddle the tax allowances; which saddens me because they are generous as well as free. At this tutorial learn about the enormously valuable Regular Gift Exemption; also about powers of attorney.

 

 

 

Giving with warm hands

 

 

 

The future isn’t what it used to be

And I predict rough weather

And I predict rough weather

At this tutorial we'll consider questions of long-term planning. I’ll share some of the answers I’ve heard over the years: all of them indicative of deepest values, and interesting for the impact and consequences they bring. This tutorial will support your financial preparation for a 100-year life.
A simple portfolio

A simple portfolio

Run a simple portfolio at very low cost, and little effort. In my opinion, the internet has successfully disrupted fund managers from their lucrative, behind-the-veil work. With a little guidance, a child of twelve can understand modern investment funds (ETF), online stockbrokers, transactions. I invite you to bring your inner twelve-year old to set-up an online account; create a valid, timely and interesting portfolio. Learn how to cut out middlemen at no extra risk to yourself.

  

 

Trust your ability as investment manager

 

 

Financial support I’d give my grandson, daughter, brother, mother

When the idea of financial planning is a bit frightening

When the idea of financial planning is a bit frightening

my approach is to make a simple pledge to which I willingly hold myself fully accountable. It’s a promise you’d easily remember to tell the magistrate, were I ever to cause you displeasure: “If you were my __, I’d recommend you __”. At this tutorial, I’ll describe my wisest guidance to three generations of my family. Also, I’ll tell you about my mistakes.

See the Events page for latest dates.