The reality behind ‘it might be useful’

As a family we are at that ‘transitional’ stage where the older generation are in the process of ‘departing’ (either to long term care or something more permanent) while our adult children are thinking seriously about their first home. As a result, we are looking at unwanted possessions (from all generations) and saying – could […]

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IGWT – Inter-generational wealth transfer.

With a ‘drains up’ review of your finances complete you might well find yourself considering IGWT. For many this is one of the hardest transitions of their life. Up to this point their whole mantra has been wealth accumulation – making money, saving money and wealth accumulation activity. In a beat this all changes – […]

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The big divide…

Long before I ran the world’s largest survey into changing attitudes towards later life I was already aware of the divide between ‘Old money’ and the rest of us. A good friend worked as a land agent advising ‘old money’ on running their estates and through him I gleaned an insight into a totally different […]

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Analysis of a good day….

Today feels like it has been a good day and I’m wondering why? This is important because, if I can work out what has made it a good day, I can work towards ensuring I have them more often! There has been no one big event – if there had then it may have been […]

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Sometimes it all happens together…

Eighteen months after his coaching one of my early clients contacted me to say that some of his old anxieties and concerns were returning. We met and reviewed his plans and the answer was clear – most of the priority goal he had set for himself were either achieved or about to be! We went […]

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Frail old age

The EML definition of Frail Old Age is less scientific then some… Frail Old Age begins when ‘whatever is going to get you in the end’ emerges. Over the last 50 years human life expectancy has increased by 50% yet that final stage – the run up to the end – remains between 1 to […]

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Maintaining relationships

October is a busy time of year in our social calendar – the long summer is over and people we know are ‘back at work’ (whatever that might be!) so it’s a good time to catch up. What I’m really enjoying is the number and sheer diversity of these gatherings. It might be post Covid […]

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Taking the long view…

One client recently visited by someone from the strategic planning team who was trying to look beyond the many immediate challenges and determine where they should be in 20 – 30 years. I was delighted, 25 years ago the inspirational leader of the financial services organisation I worked with did the same thing and the […]

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Proclamation

I went to the Surrey reading of the Proclamation last Sunday – an event that hasn’t happened in over 70 years. It was a wonderful ‘historic’ occasion that spreads the news of the death of one Monarch and the accession of a new one. At its conclusion scrolls are handed the the mayors of Surrey […]

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