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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.

Wealth Knowledge, Jan 2019

January 6, 2019

-Government reveals plans for pension dashboards -1 in 4 don’t know their state pension -Office for tax simplification calls for digital inheritance tax system -Most adults have not got around to writing a will

Pension options for over-55s

January 6, 2019

What alternatives do you have at retirement? Raiding your pension before retirement remains a popular option, with more than 1.3 million savers taking flexible payments from their pensions in the three years since 2015.

Quilter Investors – Investing through volatile times

January 6, 2019

Anyone who reads the papers knows that the world’s economies are going through a period of uncertainty. It’s natural at these times for some investors to get twitchy, which only serves to make the situation even less predictable.

Setting up a Trust

January 3, 2019

Estate planning is a complicated process, and can seem a morbid task, so it’s tempting to put it off or avoid it altogether. A trust can help manage your assets for the benefit of others.

Year-End Tax Guide 2018/19

January 1, 2019

A must have handy guide to actions you need to take before the end of the current tax year.

Investing in Property

December 18, 2018

Investing in property is usually about as close as it comes to a safe bet. The value of your asset tends to increase the longer you hold onto it, while the short and medium-term yields from rental income can cover the mortgage.

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