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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 […]
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
Is Bitcoin the new “digital gold”?
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 is quite likely that you’ve heard of the stellar performance of Bitcoin in 2020. Over this year, the digital currency […]
Posted in Investments
Buy-To-Let tax-saving tips in 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. Becoming a Buy To Let landlord is a big financial commitment, and there are many variables to take into account when […]
Posted in Investments
Mortgage rates & house prices: the outlook 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. Predicting house price movements is a bit like trying to predict the future using star clusters. Yet it is important for […]
Posted in Investments
Is a “wealth tax” coming, and what does it mean for you?
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. COVID-19 has taken a toll not only on mental health and household incomes, but also on the wider UK economy. At […]
Posted in Financial Planning
6 financial planning lessons to learn from 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 saw many households’ finances destabilised as businesses closed, self-employed people lost work and jobs were shed. Whilst much of the […]
Posted in Financial Planning
Brexit 2021 update: what now for investments?
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. Following the UK’s final departure from the EU on the 31st December 2020, the headlines have been remarkably quiet compared to […]
Posted in Uncategorized