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Wealth Update, April 2019

April 1, 2019

Following the latest market trends when it comes to your investment strategy usually pays off, but while most stick with the safety of the shoal there are always a few sharks swimming against the tide.

Auto-Enrolment – The final Increase?

April 1, 2019

Another minimum contributions rise is upon us. When auto-enrolment was first introduced back in October 2012, nobody could have envisaged it being a policy as widely admired as it is today.

Could you qualify for extra pension income in retirement?

April 1, 2019

Your height and weight, your blood pressure levels and whether or not you smoke might not seem like information you’d want to give your pension provider, but it could be in your favour.

Should you fix your mortgage?

March 1, 2019

With each passing day, more news and speculation emerges about the future relationship between the UK and the EU, as we move a step closer to the planned Brexit date at 11pm on 29 March 2019. How could Brexit affect mortgage and interest.

Contrarian investing

March 1, 2019

Following the latest market trends when it comes to your investment strategy usually pays off, but while most stick with the safety of the shoal there are always a few sharks swimming against the tide.

Wealth Knowledge, Mar 2019

March 1, 2019

-Minimum workplace pension contributions rise to 5% -Government consults on new stamp duty surcharge -Employees over the age of 50 are working longer -FCA: Pension savers ‘cashing in, but losing out’

Spring Statement 2019

February 20, 2019

Once again, Chancellor Philip Hammond has demonstrated his commitment to the principle of the Spring Statement as a low-key event, at least in terms of tax and public spending announcements.

Help-to-buy or lifetime ISA?

February 2, 2019

Young people in the UK are finding it increasingly hard to save, either for that elusive deposit needed to secure a mortgage on their first home or to fund their retirement. What’s the answer to this modern-day dilemma?

Tax Cards 2019/20

February 2, 2019

Download your updated quick reference guide to UK taxation and available exemptions.

Separation and divorce

February 1, 2019

Getting married or entering into a civil partnership is a moment to cherish, and with it comes both an increased emotional and financial bond.  But what happens if things don’t work out?

Wealth Knowledge, Feb 2019

February 1, 2019

-Over-50s are open to a transitional retirement -Think tank proposes tax changes to hit the wealthy -Pensions cold-calling ban takes effect -Savers hit by avoidable ISA tax charge

Why you need personal insurance

January 6, 2019

Insurance can often seem a strangely intangible product. It’s something that affects the future more than the present, and provides a safety net rather than an immediate reward. Find out about financial protection for you and your family.

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