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Tax Tax Planning
January 2021
Download Fish Financial’s Guide 2020/21 Year-End Tax Planning
Tax Tax Planning
January 2021
Keeping more of your money to enjoy, invest, save or pass on. Tax never requires a one-size-fits-all approach. Each taxpayer and each year will be different. So, with the end of the current 2020/21 tax year approaching on… Read full article
Financial Planning
January 2021
New Year, New Start To Your Finances
Financial Planning
January 2021
Taking time to understand your financial plans will really pay off At the start of every year we have great intentions, as financial promises are renewed. Getting our financial life in order will be a top priority for many as we enter 2021. Consider focusing on two key areas: goals related to being prepared for the unexpected this year, and those related to what you want to be different at the end of the year. Read full article
Pensions
January 2021
More over-55s forced to dip into pension pots
Pensions
January 2021
Understanding the different ways you can use your pension money The UK has seen a rise in the number of people accessing their pension pots or enquiring about doing so. People accessing their pension as a flexible income has increased by 56%[1] according to research since the first lockdown last year. The increase is due to people withdrawing after holding off when stock markets were volatile. Read full article
Tax
January 2021
Taxing times on the horizon!
Tax
January 2021
Are you protected against future Capital Gains Tax rises? It is almost inevitable that taxes will have to rise to help meet the potential £391 billion bill the Government has racked up in supporting the British economy through the coronavirus (COVID-19) pandemic. The Office of Tax Simplification (OTS) published a report[1] in November 2020 outlining the policy design and principles underpinning Capital Gains Tax (CGT). Read full article
Investment
January 2021
Wealth needs managing – now more than ever
Investment
January 2021
Achieving your financial goals through investing, and one size does not fit all. Even as we hope to put the coronavirus (COVID-19) pandemic in the rear-view mirror in 2021, uncertainty regarding both the virus and Brexit is likely to continue to weigh on the UK and global economies as well as on our personal finances during this year. Read full article
Investment
January 2021
Tax-efficient investments
Investment
January 2021
Investment into smaller and younger UK companies with offer of generous tax relief For appropriate sophisticated investors who have available funds left over after fully using this current year’s tax-efficient wrappers, what are some other options to consider? Read full article
Pensions Retirement Planning
December 2020
Planning For Tomorrow, Today.
Pensions Retirement Planning
December 2020
4 pension facts to help you create a happy and wealthy retirement The future may seem far away. Regardless of your retirement goals, there are things you can do to increase your chances of success. It is important to look objectively at your plans and adapt them as your priorities change over the years and you go through different life events. Read full article
Financial Planning
December 2020
Financial action plan
Financial Planning
December 2020
10 steps to help you build a better financial future In these uncertain times, it can help to focus on the things you can control. And working out what your money’s doing for you now and where it might come from in the future can give you real peace of mind. Read full article
Pensions
December 2020
State Pension age rises
Pensions
December 2020
How could the change impact on your retirement plans? For the first time in over a decade, the point at which people can claim a State Pension (the ‘State Pension Age’) is simple. If you have reached your 66th birthday, you can claim it. Otherwise you cannot. Read full article
Investment
December 2020
Investing principles
Investment
December 2020
Focus on what you can control The deep global economic shock and uncertainty surrounding the coronavirus (COVID-19) pandemic has made everyone rethink their finances and investments, making it clear that financial security is more important than ever to our overall well-being. Read full article

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