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10 ways to save on tax 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. We should all pay our fair share to society. Yet none of us should pay more than necessary on tax, especially […]
Posted in Financial Planning
Self-employed: choose an ISA or pension?
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. Working for yourself carries many benefits, including the freedom to work when and where you choose. Yet one disadvantage is that […]
Posted in Pensions
The case for investing around the world
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. Investors typically have a “home bias” when it comes to their portfolio. In the UK, the average investor holds around 50% […]
Posted in Investments
How to give children a financial education
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. Our children learn many subjects at school. English, Science and Maths feature prominently in the curriculum – presumably because these will […]
Posted in Blog
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