Financial Planning
Beyond the Bucket List: An Agile Approach to Investing in a Volatile Economy
Ditch the rigid financial bucket list. Discover how an agile, opportunistic investment strategy is better suited for today’s volatile economy.
Beyond the Wrapping Paper: A Financier’s Guide to Gifting, Grandchildren, and Inheritance Tax
A witty letter to the FT sparks a deep dive into tax-smart gifting, wealth transfer, and why financial love is the greatest gift of all.
Beyond Resolutions: A 5-Step Blueprint for Financial Mastery in 2026
Ditch flimsy resolutions. Execute a 5-step strategic reset for your finances in 2026, covering everything from fintech audits to portfolio rebalancing.
The Investor’s Christmas Playbook: Financial Strategy Inspired by the FT’s Festive Guide
Transform holiday planning into a powerful financial strategy. This guide uses the FT’s Christmas issue as a metaphor for year-end investing and portfolio management.
Beyond the Paycheck: Navigating the UK’s Potential Tax Shifts in the Upcoming Budget
With income tax rises off the table, the UK Budget may target wealth and assets. Discover which taxes could go up and what it means for your finances.
The Struldbrug’s Curse: Why the Finance World Must Rethink Longevity Investing
Extending life without health is an economic curse. The real investment opportunity lies in the “healthspan revolution,” not just the longevity market.
The Investor’s Flowerbed: Why Swapping Market Sprints for Sustainable Growth Cultivates True Wealth
Ditch the volatile, short-term sprints of market speculation for the patient, sustainable, and proven principles of long-term investment cultivation.