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Investment
March 2021
More than a third of Britons plan to maintain new saving habits
Investment
March 2021
Coronavirus (COVID-19) pandemic has brought savings back into sharp focus A combination of financial concern and falling household spending means that those whose incomes have survived the coronavirus (COVID-19) pandemic so far have been keener than ever to save their money. 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
Financial Planning
November 2020
Are you keeping too much in cash?
Financial Planning
November 2020
Savers holding onto extra cash during the COVID-19 pandemic Some savers are putting their hard-earned money at risk by holding too much on deposit. Savers holding onto extra cash during the coronavirus (COVID-19) pandemic need to consider their long-term investment options, as new data shows the savings ratio for some people has increased during the pandemic. 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
January 2020
The power of diversification
Investment
January 2020
Insulating your portfolio from any market uncertainty Brexit is by no means the only cause of market volatility. Whether you believe Brexit will prove a blessing or a curse for the British economy, it’s important to insulate your portfolio from any market uncertainty. Read full article
Investment
January 2020
Bullish millennials
Investment
January 2020
  Putting money to work earlier allows more time for savings to grow Millennials are more bullish than any other generation about their retirement savings, a major new study has found[1]. But with time on their side, should they be doing more? Read full article
Investment
January 2020
ISA returns of the year
Investment
January 2020
  Time to explore your ISA options? An Individual Savings Account (ISA) enables you to save in a simple, tax-efficient way, while generally giving you instant access to your money. This gives you short, medium and long-term saving options, and with the end of the current tax year not too far away, it’s important to make the most of your annual tax-free ISA allowance. Read full article
Investment
December 2019
Cultivate the art of patience
Investment
December 2019
  Creating and maintaining the right investment strategy plays a vital role in securing your financial future. But we live in the era of the 24-hour news cycle. Human tendency is to prioritise negative over positive news content, and no one is immune from bad news. So as an investor, when you do get it, how do you process the information, deal with it and move on unscathed? Read full article
Investment
November 2019
Maintaining a diversified portfolio
Investment
November 2019
  Spreading risk between different kinds of investments When you start investing, or even if you are a sophisticated investor, one of the most important tools available is diversification. Whether the market is bullish or bearish, maintaining a diversified portfolio is essential to any long-term investment strategy. Read full article

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