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Investment
March 2021
Stocks & Shares ISAs
Investment
March 2021
Investing in a wide range of different tax-efficient investments. Individual Savings Accounts (ISAs) can be used to hold stocks and shares or cash, or any combination of these, up to the current annual limit. An ISA is a tax-efficient ‘wrapper’… Read full article
Investment
February 2021
Why cash may not be king
Investment
February 2021
How much of your wealth do you currently hold in cash? One paradox of the coronavirus (COVID-19) pandemic is that even as businesses have shut down and jobs have disappeared, some British households have on average been saving more money than they usually do, due to lower spending, according to new research[1]. Read full article
Investment
January 2021
Don’t miss the ISA deadline on 5th April 2021
Investment
January 2021
Saving and investing for a future that matters. Yours. Each tax year, we are given an annual Individual Savings Account (ISA) allowance. This can build up quickly, letting you accumulate a substantial tax-efficient gain in the long-term. 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
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
Investment
November 2020
Festive Financial Family Gifts
Investment
November 2020
Deciding on the right investments for the children in your life As the festive season approaches, have you thought about gifting your children or grandchildren something different this Christmas? Giving them a good start in life by making investments into their future can make all the difference in today’s more complex world. Read full article
Investment
October 2020
Investing during retirement
Investment
October 2020
Why it’s important not to view your portfolio with an element of finality Retirement is a major accomplishment for most people. You’ve worked hard all of your working life to save and prepare for your retirement, and now you’ve finally retired. So how should you approach investing now that you’re no longer earning a salary? When it comes to investing during retirement, with the right strategy, you can help make sure your retirement savings last. Read full article
Investment
August 2020
Risk of retirement longevity
Investment
August 2020
Maximising investment returns over a longer life expectancy There are lots of variables in retirement: how long people will live for, the costs of goods and services they will need, interest rates available on their accumulated savings, and so on. But once you have retired, investing is anything but straightforward. Read full article
Investment
May 2020
Focus on long-term horizons
Investment
May 2020
Time in the market, not timing the market During this difficult time, fear and worry are understandable, particularly as the coronavirus (COVID-19) outbreak led to the biggest daily drop in the FTSE 100 since the financial crisis of 1987. Trying to second-guess the impact of events such as the coronavirus or the recent stock market volatility – or even attempting to make a bet on them – rarely pays off. Instead, investors who focus on long-term horizons – at least five to ten years – have historically fared much better. Read full article

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