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New year, new job, new you!

New year, new job, new you!

Are you stuck in a job that pays the rent and puts food on the table but does little else for your wellbeing? If you are counting down the days, hours and minutes until the weekend, it’s time to ask yourself why. Vanessa Vrdoljak talks about career opportunities at Infinity in 2019 that can help you get out of your rut.

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Vanessa Vrdoljak

Vanessa Vrdoljak

Posted on December 21, 2018 in Career Opportunities.

Know Your Customer regulations: Why pesky paperwork is a necessary evil

Know Your Customer regulations: Why pesky paperwork is a necessary evil

Sometimes clients wonder why banks and financial institutions ask for so much personal information before opening accounts or carrying out transactions on their behalf. Rest assured we really don’t do it for fun - Duncan Taylor explains.

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Duncan Taylor

Duncan Taylor

Posted on December 13, 2018 in Viewpoint.

Ten life moments when DIY financial management is not enough

Ten life moments when DIY financial management is not enough

It’s not uncommon for people to think that a financial adviser is not for them. Often this is because they think they don’t earn enough (wrong!) or because they think they can do it themselves. Adon Beddoes analyses ten key life moments when expert guidance is essential.

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Adon Beddoes

Adon Beddoes

Posted on December 07, 2018 in Financial Planning.

How life insurance can be a useful estate planning tool

How life insurance can be a useful estate planning tool

Estate planning is a really important part of the wealth protection element of a comprehensive financial plan and life insurance can play a number of roles in this, particularly if you should pass away suddenly and/or prematurely. Jordan Donald takes a look at some of the ways life insurance can help.

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Jordan Donald

Jordan Donald

Posted on November 27, 2018 in Estate Planning.

Is the UK inheritance tax system due for an overhaul?

Is the UK inheritance tax system due for an overhaul?

It can be difficult and time-consuming to understand the requirements of tax-efficient state planning. The UK’s inheritance tax system is confusing, overcomplicated and unnecessarily bureaucratic, causing a huge amount of stress to grieving families at a time when they are particularly vulnerable. Paul Dodd shares some helpful advice on how you can simplify the process.

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Paul Dodd

Paul Dodd

Posted on November 26, 2018 in Estate Planning.