Wisdom, Winter 2017

12 December 2017

Welcome to our winter edition of Wisdom for 2017. In this issue;

Welcome – page 1
Parenting vs Investment; they’re not all that different… – Page 2
Client Profile: Ian Williamson – finding purpose in retirement – Page 4
Planner’s perspective – Page 6
Do you know how much your pension pot is worth? – Page 8
Dates for your diary – Page 9
Guest Spot: Harris & Harris – LPA vs Court of Protection Order – Page 10
Old Mill in the community – looking back on 2017 – Page 12
Do you need to report your property income to HMRC? Probably… – Page 16
Autumn Budget 2017 – Page 17
Protecting your data – Page 18
Gastronomic delights of the South West – Page 20
Management of risk by the Investment Committee – Page 22
Turning your home into a cash machine – Page 24
Downsizing your home isn’t a one way street – Page 26
10 years on from the financial crisis – Page 28

Click here to view the publication https://issuu.com/cognique/docs/old_mill_wisdom_winter_2017 

  • For further information please contact:

    Paula Hodge

    Chartered Financial Planner, Head of Private Client

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