Blog

Our Blogs

Browse our blog posts below.

Targeting support for investors

Income Tax dividend allowance reduction On 8 March, the Chancellor of the Exchequer, Philip Hammond, delivered what people had expected...
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Advice matters

Do you have the time to keep fully up to speed with everything that’s going on? With a burgeoning choice...
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Inside the mind of a scammer

Tactics investment fraudsters use to deceive over-55s The Financial Conduct Authority (FCA) is urging over-55s to check that investment opportunities...
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Navigating markets

UK and European investment company managers comment on the outlook post-Brexit On Wednesday 29 March, Article 50 of the Treaty...
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Golden years

Key to a positive retirement lifestyle Unfortunately, some individuals do not realise the importance of planning for their retirement. The...
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Passing on wealth without further tax charges

Over-55s risk falling prey to the inheritance ‘sibling tax trap’ On 6 April 2017, a new additional main residence nil-rate...
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Spring Budget 2017

What did it mean for your financial plans? The Chancellor of the Exchequer, Philip Hammond, delivered his Spring Budget to...
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Protecting your finances and well-being

Millions of Britons face financial fallout should serious illness strike It’s easy to think that we will never be diagnosed...
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Road to Brexit

Biggest investment planning challenge over the coming years for all investors Brexit has created an air of uncertainty, and no...
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Untying the knot

Divorcees twice as likely to have no savings A daunting part of a separation or divorce for most couples is...
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Hello LISA

Saving for a first home or retirement at the same time The start of the new tax year on 6...
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A little today, a lot tomorrow

Managing investment risk during turbulent markets A common mistake that some investors make is not diversifying their portfolio enough. To...
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Who will be opening a new ISA in 2017?

Five million over-50s looking to make their money work harder Savers have had it extremely tough over many years now,...
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Foreign expats living in the UK

New regulations coming into force from 6 April 2017 As the tax year end approaches, people will be rushing to...
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Origins of wealth

Turning a vision into reality We understand that no two people are alike and that each of us will have...
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Savings bug short-lived

Slipping back into old habits after a salary increase Workers have the best intentions to make the most of their...
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Career kick-start

Parents feel it is their responsibility to support their children Despite footing the bill for further education, almost a quarter...
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Income investment strategies

Yield on equities and corporate bonds look understandably attractive People are living longer. Simple demographics mean that supplementary income is...
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Safeguarding wealth for future generations

 New Inheritance Tax rules apply from 6 April 2017 Unforeseen life events and circumstances can potentially impact your finances in...
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Millions change retirement plans post–EU vote

Turbulence in the economy has left many feeling confused The UK’s decision to leave the EU has left over two...
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