Half Way Point of 2017 Check In

The first half of 2017 is over, where did that time go!  The last 6-months marked the end of another politically turbulent period in the UK. The view across the six months belies the upheaval that took place: the most widely quoted yardstick of the UK stock market, the FTSE 100, nudged up a little […]

Save your first working hour and make it automatic

Helping clients to make the right choices for regular savings and lump sum investment is one of the key roles of financial planners.  Making the wrong choices can cause serious financial detriment and this consequence, together with relative complexity over the choices and difficulty in “self-serving” the answers, are the three key components underpinning most […]

June Interest Rate Decision

An increase in interest rates could be nearer than anyone thought! Thursday’s meeting of the Monetary Policy Committee (MPC) of the Bank of England was expected to be a non-event. A Reuters poll of economists revealed that not one expected a move in base rates from the 0.25% set in the wake of the Brexit […]

The Government Incentive To Save

My son will be 18 and I want to pass him £4,000 soon in recognition of his achievements? It’s impossible to suggest the most suitable investment without understanding a person’s needs in detail. However, I believe the new Lifetime Individual Savings Account (LISA) is worth consideration and there are already a variety of deposit and investment […]

IHT Windfall to Follow Rise in Millionaire Numbers

Rise in millionaire numbers will mean even more pushed into the UK inheritance tax net. According to recent research carried out by financial services company NFU Mutual there could be a rise to almost 500,000 millionaires in the UK this year meaning the growth in wealth will push more people into the inheritance tax net […]

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