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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 […]
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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 […]
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“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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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. […]
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