Understanding the true value of intergenerational planning
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5 reasons to consider salary sacrifice now as a business owner
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Market Commentary: Monthly Bulletin June 2024
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Revealed: What your clients mean by “value” in financial advice
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3 simple financial tips if you never want to retire
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Market Commentary: Monthly Bulletin May 2024
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3 powerful ways your pension can help your business
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How financial advice could give your clients’ children a financial boost as they approach adulthood
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Market Commentary: Monthly Bulletin April 2024
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5 simple ways advice can help solve your clients’ biggest worry
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Revealed: The subconscious biases damaging your investment returns
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Market Commentary: Monthly Bulletin March 2024
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“2024 & Beyond” Client Investment Conference
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Why advice on business protection is so important
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Why you shouldn’t be scared of a market “all-time high”
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Market Commentary: Monthly Bulletin February 2024
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3 financial insights we’ll be factoring into our client advice this year
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How to protect your business from a cyberattack now
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Market Commentary: Monthly Bulletin January 2024
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Your guide to annuities as rates continue to rise
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Revealed: 3 new pension allowances your clients might be affected by in 2024
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5 steps to “good” pension decumulation according to the Pensions Regulator
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5 common concerns you’ll have as a business owner and how financial advice can help
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Market Commentary: Monthly Bulletin November 2023
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3 simple ways to get serious about your pension contributions now
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3 important reasons why frozen and falling thresholds make planning as a couple more attractive than ever
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Market Commentary: Monthly Bulletin October 2023
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3 simple lessons on the importance of intergenerational planning
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3 key factors to help you bridge the gender gap and embrace investing
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Market Commentary: Monthly Bulletin September 2023
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What is “unretirement” and what does its rising popularity mean for your long-term plans?
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How financial advice factors happiness into your clients’ long-term plans
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How to decide whether a SIPP or SSAS is right for you
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How financial advice can offer reassurance to nervous investors
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Market Commentary: Monthly Bulletin August 2023
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3 important times when a financial planner can add value and help your clients
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Market Commentary: Monthly Bulletin July 2023
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3 useful ways to cut Inheritance Tax and leave more money to your loved ones
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Quarterly (and Half-Year) Market Update
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Why the cost of living crisis has made advice more important than ever
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How slow-falling inflation and a rising base rate could damage your finances
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Market Commentary: Monthly Bulletin May 2023
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What rising interest rates really mean for your clients’ savings and Investments
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Why half of recent retirees have the wrong approach to managing pension income
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3 important factors to help your clients make better at-retirement decisions
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Market Commentary: Monthly Bulletin April 2023
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3 important spring Budget changes for 2023 and what they mean for you
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Market Commentary: Monthly Bulletin March 2023
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Investment Update March 2023
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Why changing attitudes to money could cause conflict during the great wealth transfer
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3 reasons to focus on your goals despite the FTSE 100’s all-time high
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Market Commentary: Monthly Bulletin February 2023
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Why early financial advice is key when managing a divorce
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Why you need to check in with your business protection now
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Market Commentary: Monthly Bulletin January 2023
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Why your clients’ retirement goals might be unrealistic and how advice can help
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How to bridge the menopause retirement gap in your business
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Market Commentary: Monthly Bulletin December 2022
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7 new year resolutions to help form better financial habits in 2023
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What the autumn statement means for you
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Market Commentary: Monthly Bulletin November 2022
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The importance of estate planning this National Grief Awareness Week
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What does rising inflation mean for your small business and personal finances?
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Market Commentary: Monthly Bulletin October 2022
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How to use your pension to help buy the business property you need
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What do the energy cap and the mini-Budget mean for you and your business? 5 key points to consider
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September Market Update
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How financial advice could help your self-employed clients realise their dream retirement
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How to manage the cost of living crisis as a high earner
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Market Commentary: Monthly Bulletin August 2022
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How to weigh up your options as you approach the Lifetime Allowance
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Why nearly half of financial advisers worry their pensioner clients are withdrawing too much
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Market Commentary: Monthly Bulletin July 2022
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Wall Street has slipped into a bear market – What does this mean for your clients?
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Your 7-step guide to the Lifetime Allowance
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5 ways to combat rising costs as a business owner
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How financial advice can help the sandwich generation to embrace midlife
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Market Commentary: Monthly Bulletin June 2022
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3 simple ways financial advice can help your business owner clients during the cost of living crisis
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Why time in the market matters
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Why the UK has the highest inflation rate of the G7 and what this means for your finances
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How to open the Bank of Mum of Dad during the cost of living crisis
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Market Commentary: Monthly Bulletin May 2022
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3 simple ways to avoid getting caught as the Inheritance Tax net widens
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Why maintaining pension contributions is key as UK workers face the cost of living crisis
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How to spot “greenwashing” and what it means for you and your investments
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Living to 100 – How to plan effectively as life expectancy rises
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Market Commentary: Monthly Bulletin April 2022
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Bonds versus shares: Finding the “right” asset allocation for your clients’ ISAs
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Why new “no blame” divorce laws could undermine pension sharing on divorce
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Revealed: Why your business needs to raise its alert level on SME scams
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6 valuable benefits of giving while living
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Quarterly Market Update: April 2022
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Why the FCA’s clampdown on social media promotions is good news for your clients
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How to protect businesses against the death of a director or partner
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Revealed: What the Bank of England base rate rise means for your finances
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3 practical reasons to plan your finances as a couple
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Market Commentary: Monthly Bulletin February 2022
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5 important factors to consider when passing a family business to the next generation
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Why your clients’ pensions are probably their biggest asset and what this means for their retirement
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Boolers are delighted to be part of Charity Link’s Proud Business Supporter Club
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Ukraine Conflict – Update
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Revealed: 5 tax-efficient tricks for topping up your pension
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5 practical tips for tackling the cost-of-living crisis
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Market Commentary: Monthly Bulletin January 2022
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Sponsorship of Tigers
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Revealed: The 3 biggest threats to your clients’ personal finances in 2022
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How financial advice helps your clients make long-term plans well beyond the pandemic
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Why your 8% pension withdrawals are unlikely to be sustainable
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How to balance your staff and business needs in 2022
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Market Commentary: Monthly Bulletin December 2021
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5 financial lessons we learned in 2021
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Revealed: Why even your clients’ £600,000 pension could be at risk from the Lifetime Allowance
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Is the Cash ISA still a viable option?
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Why you should seek pension advice before accessing your funds flexibly
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Market Commentary: Monthly Bulletin November 2021
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Divorce and the pension wealth gap: How advice can help your clients get their fair share
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How gifting to a charity can help your clients lower their tax bill
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What do recent tax rises mean for business owners?
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Your guide to financial wellbeing
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Market Commentary: Monthly Bulletin October 2021
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Understanding long-term investment – Capacity for loss versus attitude to risk
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The pros and cons of working for longer: Your guide to phased retirement
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Everything you need to know about the 2021 Autumn Budget
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Everything your clients need to know about the rise in Dividend Tax
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How Business Relief could lower your clients’ Inheritance Tax liability
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Happily, ‘Evergrande’ after?
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Market Commentary: Monthly Bulletin September 2021
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Could your clients’ wills be contested after their death?
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4 key times a financial planner can add value for your clients
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Your guide to the Health and Social Care Levy
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Will your child’s Junior ISA cover their student debt – and does it need to?
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Earnings – here for the win?
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Market Commentary: Monthly Bulletin August 2021
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How your millennial clients could benefit from financial advice
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3 reasons why your business-owner clients need a Business Power of Attorney in place
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How ESG investments can reduce your carbon footprint
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3 reasons why you shouldn’t save for your child’s future using cash alone
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Market Commentary: Monthly Bulletin July 2021
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5 ways your clients can reduce their Inheritance Tax liability
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Why it’s never too late for your clients to start paying into their pension
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ESG factors and the future of sustainable investing
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3 reasons not to take tax-free cash from your pension
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Market Commentary: Monthly Bulletin June 2021
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Revealed: What your clients aged over-55 plan to do with their money post-pandemic
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What would a rise in inflation mean for your clients?
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Why the traditional annuity is still a viable pension option
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5 simple ways to protect yourself against the “fraud epidemic”
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Market Commentary: Monthly Bulletin May 2021
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Why your clients should think twice before taking investment tips from social media
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How will the chancellor’s Lifetime Allowance freeze affect your clients’ retirement fund?
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5 reasons to put a will in place now
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The rise of “all-or-nothing” retirement
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Market Commentary: Monthly Bulletin April 2021
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The dangers of decumulation: How advice can help your clients manage their retirement income
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The importance of getting more women engaged in retirement planning
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What the future rise in Corporation Tax means for your business
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How the chancellor’s Budget allowance freezes will affect your finances
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Market Commentary: Monthly Bulletin March 2021
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Junior SIPPs vs Junior ISAs: The best way to save for a child
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5 tips for controlling emotional spending and how professional financial advice can help
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How to support your child through the pandemic without jeopardising your long-term plans
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5 valuable lessons for new investors
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Market Commentary: Monthly Bulletin February 2021
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Why your business-owner clients need key person protection in place now
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3 non-financial benefits of “giving while living”
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4 reasons why you might opt to take your pension as a last resort
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3 reasons people are wrong about financial protection
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Market Commentary: Monthly Bulletin January 2021
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How does our UK pension system rank globally, and what does it mean for your clients?
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3 financial lessons we learned in 2020
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Why you should be careful if you own a cash-rich business in 2021
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5 financial new year’s resolutions for 2021
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Market Commentary: Monthly Bulletin December 2020
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Teaching your clients the value of intergenerational planning
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4 reasons why stopping pension contributions can have a huge long-term impact on your clients
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How to make sure your investments are working for you
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4 signs you’re overdue a financial check-up
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Market Commentary: Monthly Bulletin November 2020
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The hidden employee benefits your clients should replace if they are made redundant
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How nudge theory could help your clients increase their retirement savings
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5 ways to make a tax-efficient donation to a struggling charity this winter
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What would scrapping the State Pension triple lock mean for your retirement plans?
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Market Commentary: Monthly Bulletin October 2020
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3 simple budgeting tips to prevent your clients from opening the Bank of Son and Daughter this autumn
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The protection products your clients need to withstand a financial shock
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How financial advice can improve your emotional wellbeing
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3 scary mistakes for Business Owners to avoid this Halloween
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What the change in pension age means for your clients and their retirement plans
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Why risk aversion could be costing your clients money
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A Child Trust Fund: What is it? And what should your child do with their money?
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What will proposed reforms to the Retail Price Index mean for your pension savings?
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Investment Commentary: Monthly Bulletin August 2020
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5 things your clients need to consider when accessing their pension at 55
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How to create a successful financial services solution for you and your clients
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What’s the best way to save for your child or grandchild?
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Approaching retirement checklist: 5 things to do in the run-up to retirement
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Bull and bear markets explained
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Your guide to pension death benefits
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What is investment bias, and could it be costing you money?
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Business Protection Insurance: Can you afford not to have it?
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Can business owners borrow from their pension?
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Coronavirus and the housing market – what does the industry predict for the rest of 2020 and beyond
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Is pension consolidation right for you?
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The questions you should ask yourself before opening the Bank of Mum and Dad
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What does investment volatility mean for your plans?
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The pros and cons of your Pension Freedom options
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What is the economic recovery going to look like, and how will it affect investment markets?
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Coronavirus and pensions – what does the pandemic mean for a client’s retirement plans?
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Investment Commentary: Monthly Bulletin April 2020
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Beware: Scammers are using the current crisis to part you from savings
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What is a Power of Attorney and why do you need one?
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Everything you need to know about the 2020/21 tax year, and why it can benefit your clients to use their allowances early
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Your complete guide to government support for business during the pandemic
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Market Update
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What is ESG investing?
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The impact of taking a pension break on retirement plans
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5 Budget changes your clients need to know about
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Coronavirus and finances – How you can reassure clients
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Market Update
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Investment Commentary: Monthly Bulletin February 2020
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Coronavirus Update
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Protecting your family: The 3 protection policies to consider
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Have you planned for potential care costs?
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Investment Commentary: Monthly Bulletin January 2020
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Creating income flexibility if you have a Final Salary pension
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1 in 3 self-employed workers financially vulnerable: 4 ways to improve your financial security
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Investment Commentary: Monthly Bulletin December 2019
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How much is ‘enough’ when selling your business?
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Back to basics: The investing fundamentals
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M&G Property Update
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Investment Commentary: Monthly Bulletin November 2019
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Phased retirement: The financial implications to consider
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7 ways to reduce Inheritance Tax and leave more for your family
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Investment Commentary: Monthly Bulletin October 2019
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Growth vs income: How investment strategies differ
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Do you know when you’ll be able to retire?
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Investment Commentary: Monthly Bulletin September 2019
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Could your business benefit from key person and shareholder protection?
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Pensions and divorce: 3 options to consider
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Boolers Take Top Prize at National Awards Ceremony
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Investment Commentary: Monthly Bulletin August 2019
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How to improve confidence in your investment decisions
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Using your pension to help loved ones: 5 things to do first
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Investment Commentary: Monthly Bulletin July 2019
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What should you do if the value of your pension falls?
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Summer savings: Getting the most out of your money
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Investment Commentary: Monthly Bulletin June 2019
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Seven tax-efficient allowances to keep in mind
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Retirement income options
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Investment Commentary: Monthly Bulletin May 2019
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Everything you need to know about gifting and Inheritance Tax
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The pros and cons of using your pension lump-sum to pay your debts
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The ease of accidentally over-funding your pension
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The value of financial planning
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Investment Commentary: Monthly Bulletin April 2019
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Investment Commentary: Monthly Bulletin March 2019
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Do you discuss the contents of your will?
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Five reasons to consider if a SIPP is right for you
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Investment Commentary: Monthly Bulletin February 2019
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Could you afford to unexpectedly retire?
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The best way to access your pension
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Investment Commentary: Monthly Bulletin January 2019
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Why risk adverse savers need advice
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Maintaining your wellbeing in retirement
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Investment Commentary: Monthly Bulletin December 2018
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Coping with care costs in retirement
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The 12 (financial planning) days of Christmas
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Investment Commentary: Monthly Bulletin November 2018
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How long will my money last? The risks of drawdown
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Ten things to consider when Inheritance Tax planning
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Exceeding the Lifetime Allowance costs pension savers £102 million
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Autumn Budget 2018: Were you a winner or a loser?
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Autumn Budget 2018: Everything you need to know
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Missed calls from Boolers
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A third of adults would benefit from financial advice
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Unsustainable pension spending increases
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Is the Annual Allowance being sacrificed for the NHS?
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Scam warnings increase, and for good reason
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Six ways to help your loved ones when you are gone
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£300 million over-taxed on pension withdrawals
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Business owners: Why pensions should be on your radar
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Over 50s: The issue with avoiding risk
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Retirement planning; knowing your number. Five key considerations
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The Lifetime Allowance; a real threat that could affect you.
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Powers of Attorney: Do you have one and why you might be due a refund on your fees if you have
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Will you have to work until you drop?
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SIPP & SSAS: What’s the difference and when should you use them?
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Final Salary transfers: Why following the herd might be dangerous
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The Benefits of Active Management and Compounding Dividends
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Buying a property in your SIPP: 12 things you need to know
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The five secrets to retiring early
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Boolers scoops two prestigious awards
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The trap that could cut your pension contributions by 75%
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12 things to think about when you inherit money
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Autumn Budget 2017 Headlines
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Moneyfacts Retirement Adviser of the Year Awards…thank you!
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State Pension: When will you get yours and how much will you get?
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Retirement Adviser of the Year award: Boolers delighted to be ‘Highly Commended’
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The value of financial advice
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Investment markets
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Government brings forward increase in State Pension age
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Commercial property owners – call to action
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Boolers shortlisted for prestigious Moneyfacts award
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Capped Drawdown Pension Table Changes
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10 Things you must think about in the years before you retire
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Investing personal monies
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Automatic enrolment/Workplace Pensions – upcoming changes
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Boolers’ adviser nominated for prestigious award
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Pre Election Changes
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Investment Commentary: Monthly Bulletin April 2017
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9 reasons to buy your business premises in your pension
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Spring Budget 2017 – Headlines
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Individual Protection 2014 deadline is approaching
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FSCS Compensation Limits
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What is the Money Purchase Annual Allowance anyway?
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Autumn Statement 2016
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Has anything good ever come from cold calling?
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Government cancels plans to create secondary annuity market
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The New State Pension
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State Pension Top-Up
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State Pension Top-up
The New State Pension
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