Author Archives: gileswarren

Pensions vs ISA’s – Windsor

Many of our clients will be aware of the tax advantages that can come from using an ISA or a pension to save for your future. If you are not currently a client however, or are unfamiliar with the tax … Continue reading

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Property Prices Update – Windsor

Greater caution appears to be being exercised across the UK housing market as house price momentum slowed to the same level it was 16 months ago, according to the latest Royal Institute of Chartered Surveyors (RICS) Residential Market Survey. Nationally, … Continue reading

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Buildings & Contents insurance on flood plain – Windsor

My house is on the Flood Plain in Windsor and I thought I would ring around to get some comparisons for Buildings and Contents insurance.  In many cases it is difficult to get Home and Contents Insurance if you are … Continue reading

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Understanding Active vs Passive Strategies – Windsor

The debate about whether a passive or an active investment strategy produces a better return for investors is one that has rumbled amongst financial planners for as long as passive strategies have been in existence. For you as a client, … Continue reading

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Are you giving the Tax man lots of money?

Although, 38% of the nation thinks they’d be confident in sorting out their tax planning without help of professional advice,’s research shows that three out of four (77%) Brits admit they haven’t done anything in the past 12 months to cut … Continue reading

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Married without a Will – Windsor

So you think you’re going to get all of your spouse’s estate if they died without a will?  Think again!  If you have children, then the spouse left would inherit £250,000 and the life interest in the remainder,  and the … Continue reading

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Accountancy Software

Its that time of year when I have to start thinking about doing the dreaded accounts!  2 Days of copying my bank statements into my accounts software – its normally a real chore.  Not this year though!  I’ve recently signed … Continue reading

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