Talis Blog

How do you tackle the awkward business of estate planning?

Jeremy Cleminson advises everyone from people in their 20s, just starting out in their investment journey, to elderly people needing long-term care. He works with trustees, and with company directors, putting in frameworks for businesses. One of the areas where he finds he can add most value is in estate planning. He shared his approach […]

Saving an estate £1m in Inheritance Tax.

Jeremy Cleminson is our featured adviser for the month of September. One of his specialisms is long-term care work – that is, when someone loses their capacity to look after their finances as a result of illness (such as dementia) or an accident. When that happens, if there is no family member or person with […]

How tax relief can increase the size of your pension pot. Talis IFA answers some common questions.

We’re all familiar with the idea that the sooner you start saving for your pension, the better. A longer period of contributions, combined with the power of compound interest, make a big difference, even if you can only afford to save a small amount each month. One thing we often find ourselves explaining is how […]

Your 10-step roadmap to a comfortable retirement

What constitutes a comfortable retirement (and what finances need to be in place to support it) is different for everyone. Whether your plans include embarking on a round-the-world adventure or something a little closer to home, planning ahead and making smart decisions is crucial. Wherever you currently are in life, and no matter what level […]

Maximising your savings and investments in your 50s

You know how the saying goes; ‘life is what happens to you while you’re busy making other plans.’ One moment you’re in your 20s/30s, getting established in your career, perhaps building a business and focused on buying your first home, maybe starting a family…and retirement seems a long way off. But blink, and you’re looking […]

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