Author: Phil
Is dividend investing a good idea?
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. How do you like the idea of investing your money and simply living off the income generated by your investments? Broadly […]
Posted in Investments
What size pension do you need for a £20,000 income?
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. What kind of annual income is enough for a comfortable retirement? According to the Pension and Lifetime Savings Association (PLSA), the […]
Posted in Pensions
“Tax Day” never came, but could 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. Leading to the week starting on the 22nd March, many speculated that a “Tax Day” was coming. The expectation was that […]
Posted in Financial Planning
Maximise your ISA in 2021-22
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. The 5th April deadline for the 2020-21 tax year has now passed. For those who took time to get the most […]
Posted in Financial Planning
Stamp duty holiday extension: implications for the market
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 people will have been relieved by the Chancellor’s announcement in early March that the “Stamp Duty Holiday” will be extended […]
Posted in Financial Planning
Should investors buy crypto? Lessons from Dogecoin
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. Cryptocurrency is gaining a lot of attention in early 2021. Many people will have been intrigued by headlines about Bitcoin soaring […]
Posted in Investments
What the March budget means for your tax plan
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. Pundits are still digesting the Budget released near the start of March 2021. Yet the implications for tax planning have become […]
Posted in Financial Planning
Do DIY pensions work?
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. Some people wonder if they are better-off managing their own pension. As financial planners, we believe pension planning is a specialist […]
Posted in Pensions
Is your financial protection ready for 2021?
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. Nobody is quite certain what 2021 will hold. Yet it seems likely that many of the government’s COVID-19 financial support measures […]
Posted in Financial Planning
Pension transfer scams – be aware
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. Moving your pension to another scheme can be a great option for many people – saving money and opening up flexibility. […]
Posted in Pensions