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Adviser tales

How to pass on your money to your children

00:01 | 03 Jul 2008 | By Yvonne Goodwin

How much of your wealth should you pass onto your children and when? Award-winning financial planner Yvonne Goodwin offers some answers.

Adviser tales: Planning for inflation

15:15 | 18 Jun 2008 | By Keith G Churchouse

Inflation is becoming increasingly important in financial planning, especially for those approaching retirement. 

Advisers' Tales: a financial life in a Waitrose carrier bag

13:12 | 04 Jun 2008 | By Jean MacIntyre

Forgetting about past decisions can cost you dear; you need to review them regularly.

Don’t think products, think choices

11:55 | 23 May 2008 | By Yvonne Goodwin

A financial adviser should help you make decisions first, not choose products.

Education, education, education: let’s teach the young about money

14:57 | 12 May 2008 | By Phil Melville

Your graduate son might know all about Wittgenstein. But does he know how to write a cheque?

Do you need to invest in China?

13:06 | 06 May 2008 | By Keith G Churchouse

The Shanghai market has slumped by almost half in nine months. Is it worth investing there?

Teach your children the financial facts of life

12:54 | 22 Apr 2008 | By Yvonne Goodwin

Money is harder to understand in a virtual, get-rich-quick world

Read this if you have an investment portfolio with a high street bank

13:24 | 14 Apr 2008 | By Keith G Churchouse

The rules that some impose mean you may not get what you want

Thinking the unthinkable: you have to do it

14:44 | 07 Apr 2008 | By Barny Perraton

Why you really do need to have Enduring Powers of Attorney, and  be sure that you are up to date with the latest regulations

You can’t take it with you; so try giving some of it away now

12:19 | 31 Mar 2008 | By Phil Melville

You want your children to benefit from your money; wouldn’t it be nice to actually see them doing so?

The big question: how do I pay you?

00:01 | 17 Mar 2008 | By Keith G Churchouse

John’s biggest question didn’t concern his finances; he wanted to understand  how financial advisers were paid.

Workers and Bosses unite! Your pensions can be saved!

10:37 | 10 Mar 2008 | By Phil Melville

The company pension scheme was hated by management and employees alike. How could it be changed to one that would be loved by everybody?

You’re never too old for financial planning

10:32 | 03 Mar 2008 | By Yvonne Goodwin

Financial planning is a lifelong sport, not just one that the young and middle aged need to get their heads around. Take the case of Jim and Mary …

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