Posted by: WealthIFA | April 20, 2012

Financial News Update we 20/04/2012

It’s been a few weeks since I last wrote and in that time yet another end/beginning of a tax year has passed as well as Easter, which now seems like months ago although, saying that there is still a healthy(?) supply of chocolate eggs in our house, which is quite surprising to say the least or maybe it just shows how many they all received in the first place which was extortionate!!

Despite having some time off, it wasn’t until I returned (or was due to return) to work that firstly the car decided not to start (just as we had packed everyone into the car for the day!), next the drains began to overflow at the side of the house and to finish off the trio, my wife’s PC became completely unresponsive – no matter how many times I switched it off and on again…

It is at times like these we are grateful for expert assistance so it was a cue for the AA; Homeserve and a local computer expert to come to our rescue.

Initially when things go wrong I guess it is a natural reaction to think we can resolve it ourselves (ok the exception here was the drains – where my immediate thought was “HELP!”) but alas, once we realise we cannot, we call in the experts who resolve our issues and let us get on with our lives.

The problems were quite simple really: a flat battery, washing machine/dishwasher tablet deposit build up and a dislodged/unseated board.

It followed that the solutions were fairly simple and straightforward but it did serve to remind me of how clients may be feeling when I meet with them.

I am presently immersed in helping one particular client with her and her husband’s estate as he is now residing in a care home.

We have been considering her options together over the last few months, whilst she get used to the fact that she will now be the “financial controller”, with regards to funding his long term care costs and then she wants to address the investment side of things.

This can be a very daunting task for some so I often need to remind myself that whilst I may deal with this type of thing on a daily basis, it does not come naturally for all but then that is true for most things in life really such as cars, drains and computers… well, in my case at least!

Have a good weekend!

This Week …

Estate Planning

How to donate to charity amid the tax relief furore
HMRC Guidance on reduced charitable rate of IHT

Long Term Care

Crisis in care of elderly as £1bn cuts bite:


‘Printing money does not hit annuities’:


Lax monetary policy bad for savers, Budget report says:



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