Figures released by HMRC today show that they collected a record £4.7 billion in Inheritance Tax (IHT) payments during … …read more…
Jan Oliff
Promised Jan a Rose Garden
April 2016
We now see the garden starting to mature.
The roses are well settled in and Jan weaves her creativity, re-organises some plants and adds others.
Salt Welcomes Julia Dreblow as Ethical Finance Columnist
Although financial advisers are required to understand their clients’ … …read more…
Great Aunt not planned for payment Inheritance Tax
I had a call this morning from a long standing client. Her son is in … …read more…
Deliver simple advice to the less well-off
There has long been concern amongst the financial community about … …read more…
Investment Diversification is the Key
As an adviser during the early years of this century, the fashionable thing was … …read more…
A Moral or Ethical View but still want to Make Money
Care Costs Cap in England to be Delayed until 2020
Whilst still “firmly committed” to cap care costs, the Department of Health said … …read more…
SRI Services Launches New Site
I hope it is now quite well known how much I feel passionate about … …read more…
Gender Gap in Pensions and Why I became a Financial Adviser
The recent publication of research showing the European wide gap in … …read more…
Decarboning your investments
Decarboning your investments, pensions, ISAs and trust funds, is not just … …read more…
Earlier end to subsidies for new UK onshore wind farms
There are currently 5,061 onshore turbines in the UK, producing … …read more…
One Third of Over-65s in England Never use it!
Is this a problem created by planners or an obvious outcome from the past … …read more…
The truth behind sustainable investing
Sustainability Investing and how it can work for the triple bottom … …read more…
My two main themes
Anyone familiar with me and my articles will recognise that I have two … …read more…
Pension Providers’ u-turn Disappointing
Pensions Minister Ros Altmann has expressed her “disappointment” with pension … …read more…
Can older women can solve economic problems?
We once admired older men who continued to run the country, the … …read more…
How ageing workers can boost the economy
A retirement revolution is needed in the Western world. As life … …read more…
The Social Investment Academy
On the 4th June 2015 I had the pleasure of attending the Social … …read more…
Oxford graduates ‘give back’ degree to protest over fossil fuels investment
Almost 70 Oxford alumni have symbolically handed back their … …read more…