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Why Global Investing Still Makes Sense in 2020

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Many questions hang over the global markets in 2020 which are causing some investors to wonder about the investment outlook for […]
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Posted in Investments

Capital Gains Tax in 2020: A Short, Simple Guide

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Capital gains tax (CGT) is commonly misunderstood amongst taxpayers. Yet it’s important to spend a few minutes grasping the essentials, as […]
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Posted in Financial Planning

Is Buy To Let Still Worth it?

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. It used to be common wisdom that Buy To Let was generally a good investment (provided you could afford it, of […]
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Posted in Investments

6 Tax-Saving Tips for Higher Earners

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. As 2019 came to a close, many higher earners may have been disappointed to hear Boris Johnson retract his proposal to […]
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Posted in Financial Planning

5 Ways a Financial Adviser Beats a Robo Adviser

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Technology is rapidly advancing in many fields, and financial advice is no exception. Whilst it used to be the case that […]
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A Short Guide to Early Retirement

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. For many people, retiring in their 50s or even earlier is the ultimate dream. Moreover, since the introduction of the Pension […]
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Downsizing vs Equity Release: Which is Better?

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Did you know that almost 1/8 people in the UK have no private or workplace pension? That means many of these […]
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How to Spend Money Wisely in 2020

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. A new year, and also a new decade. 2020 feels like a fresh start for many people, and this January is […]
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Are House Prices About to Pick up Again?

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Predicting property prices is at least as difficult as trying to predict the stock markets. The most experienced market commentators might […]
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Posted in Financial Planning

Will the IHT Rules Change in 2020?

This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. 2020 will serve up a new tax year and possibly a new UK government, depending on the outcome of the 12th […]
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Posted in Financial Planning