Appetite for risk
1 July 2016
Striking the right balance is important to avoid losses While diversification is important, you should keep in mind how much...
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Individual Savings Accounts
1 July 2016
A popular ands imple way to save The end of the 2009/10 tax year is rapidly approaching and now is...
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Portfolio diversification
1 July 2016
Managing the risks you are exposed to in order to avoid suffering losses to your capital Whether you’re planning to...
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Stamp duty rule changes
29 April 2016
What could the shake-up mean for you? A shake-up of the stamp duty rules took effect on 1 April 2016 in relation to anyone owning more...
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Devil’s in the detail
29 April 2016
Taking stock of Budget 2016 The Chancellor of the Exchequer, George Osborne, delivered his eighth Budget speech on Wednesday 16 March, his third in...
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Preserving wealth
29 April 2016
Should you review your situation with further changes on the horizon? Inheritance Tax (IHT) affects not just the very rich –...
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Tax credit on dividends abolished
29 April 2016
Tax-free Dividend Allowance introduced under new system rom April this year, the notional 10% tax credit on dividends has been abolished and replaced by a new...
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Surviving a critical illness
29 April 2016
More people could face financial hardship despite medical advances Most homebuyers purchase life assurance when they arrange a mortgage, but only a minority obtain another form of financial...
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Pension freedoms: one year on
29 April 2016
What are the key reasons for shifting retirement patterns? New pension rules which give you far greater flexibility over what you can do with your pension pot came...
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State benefit confusion
29 April 2016
Families could be missing out on thousands Half (49%) of parents are confused by the array of state benefits available to them, and many don’t claim...
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New State Pension
29 April 2016
How much will I get under the new State Pension? The State Pension changed on 6 April 2016. If you reach State Pension age on or after that date,...
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Planning for the future
29 April 2016
Why it’s important to know your start and end points Reaching wealth goals and achieving personal ambitions are major objectives...
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Investing for income
1 April 2016
During these difficult economic times, one of the tools available to the Bank of England to stimulate the economy is...
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Offshore bonds
1 April 2016
Utilising tax deferral benefits to minimise tax liabilities Finding the right offshore investments can be a key factor in making...
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Paying Inheritance Tax
3 March 2016
Estimating how much liability you could leave behind for your loved ones Usually the ‘executor’ of the Will or the...
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Keeping it in the family
3 March 2016
Careful planning can reduce or even eliminate the Inheritance Tax payable Intergenerational planning helps you put financial measures in place...
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Future gazing
3 March 2016
Will you be able to afford the retirement lifestyle you want? One of the key challenges some people face is imagining a retirement which may be decades away. As individuals...
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Do you have enough money to retire comfortably?
3 March 2016
New data shows consumer confidence improving but worry is still strife Data recently released by Aviva shows that over half...
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Death and taxes
3 March 2016
No longer a tax that only the richest people in society have to face As Benjamin Franklin said, the only...
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