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Brexit: what final preparations you can and should be making

4th March, 2019

Regardless of where you stand on the Brexit issue –  whether you are a Remainer or a Leaver, deal or no deal – there is little escape from the bombardment of information related to it: from the daily news snippets to the business analysts’ views, work colleagues’ thoughts, friends’ opinions,…

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Tax year end is looming, time to make the most of your allowances

20th February, 2019

With February already upon us and tax return self-assessments done and submitted, there is one more thing to do before taking a break from your tax affairs for a while. If you haven’t yet made the most of your allowances, whether personal or business related, then now is the time…

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What to look for in an independent financial advisor

9th January, 2019

With each new year comes at least one resolution to do something different, to kick-start a new system, or to put into place a new, good habit. While many of us may fail to keep up with our fitness resolutions much past the end of January, when it comes to…

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Tax Planning – planning throughout the tax year rather than just at the end

6th June, 2018

At the end of last tax year we sent out our newsletter to explain the end of tax year opportunities.  However, we don’t need to wait until the end of the year to make sure we utilise our allowances.

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Final Salary Pension Transfers

7th August, 2017

Given the choice of £1.5 million now or £44,000 for life, what would you choose?

Since April 2015 Mercer has estimated that £50 billion has been transferred out of final salary pension schemes by 210,000 members.

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Buy-to-Let investors to face new restrictions on their ability to borrow

28th June, 2017

Buy-to-Let investors face the prospect of new curbs on their ability to borrow. The Bank of England’s Prudential Regulation Authority (PRA), which monitors the soundness of banks and other lenders, has recently published a consultation paper.

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Autumn Statement 2016

25th November, 2016

The UK has experienced plenty of political upheaval this year with the EU referendum followed by a change of leadership. The Chancellor, Philip Hammond, delivered his first Autumn Statement on 23 November– which also turned out to be his last.

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What does it mean to be a Chartered Financial Adviser

11th August, 2016

The title Chartered Financial Planner is the most widely accepted “gold standard” qualification available for professional financial planners/ financial advisers in the United Kingdom. Only about 10% of Financial Advisers hold this title; those that do are the most qualified professionals in addition to having the best experience.

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Questions you should ask a financial adviser

5th August, 2016

Don’t feel embarrassed. You’re potentially going to be transacting a lot of money via this person, so you have every right to ask questions and make sure you’re confident in your decision.

Usually your first meeting with a financial adviser is free, so you’re under no pressure to use them if you’re not impressed, or you simply don’t ‘click’.

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