Author: Phil
Four Ways The 2020 Budget Might Affect 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. The new Chancellor Rishi Sunak made his debut Budget on the 11th March 2020, and many people have been quick to […]
Posted in Financial Planning
How to leverage your ISA allowance before April
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 you likely will have heard, the end of the UK tax year is looming in April. This has important implications […]
Posted in Financial Planning
Volatility? Remember, investing is for the long term
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. From the investor’s perspective, 2020 has gotten off to a strange start. In January, many people were looking ahead with great […]
Posted in Investments
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 […]
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 […]
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 […]
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 […]
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 […]
Posted in Financial Planning
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 […]
Posted in Pensions
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 […]
Posted in Blog