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News, views and advice on the Plutus blog

Each month we bring you news and information from the financial world through the Plutus blog. This includes guidance and advice on financial issues and tax planning through our Planning Series. It considers pensions and retirement plans through our Pension Series. It brings you the latest on insurance matters through our Insurance Series. Finally, it includes ad hoc advice and information on topics that we know will be of interest to our clients. Hear about it here first, then get in touch to discuss if you have any questions or would like to know more.

Plutus Insights

Modern families, inheritance planning and when you need to pay Inheritance Tax

November 2021

Confused about when you or your family may have to pay Inheritance Tax? Our latest Plutus article explores what you need to know.

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Save or invest? Why interest rates and market performance are important

October 2021

Unsure of whether you should invest or save your money? Plutus looks at how market performance and interest rates can help to inform your decision.

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Investment in environmental, social and corporate governance: what is it and is it right for you?

September 2021

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The Pension Series: The 5 steps to take early on to set up a retirement plan

August 2021

It is never too late to plan for retirement and the earlier, the better. Plutus Wealth looks at the 5 steps to setting up a retirement plan, at any time.

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The Pension Series: 6 planning steps to take when close to retirement

July 2021

Do you know the right planning steps to take when you are close to retirement? Plutus Wealth looks at the 6 key steps to help you get ready.

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The Insurance Series: Why industry changes should not stop you taking out a policy

June 2021

Plutus Wealth reviews the Supreme Court’s insurance ruling and its benefits to policyholders and considers why you should take out insurance.

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Dealing with the unexpected and sudden life changes

May 2021

Sudden life changes can leave you reeling. Plutus Wealth can help you put financial plans into place to help deal with the unexpected whenever it may come.

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The Budget and what it means for your finances

April 2021

Plutus Wealth's independent financial advisers take a look at the Budget and what it means for you and your finances in the years ahead.

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One year on: The impact of the pandemic on our finances

March 2021

A year ago the world changed in ways that most of us could have never imagined. We watched as life as we knew it shifted dramatically.

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The Planning Series: Make the most of your tax allowances

February 2021

With the end of the tax year fast approaching, now is the time to review where you are financially and what more you can do to maximise your tax allocation.

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New Year’s Financial Resolutions: How to set goals and stick to them

January 2021

With 2020 firmly behind us and a brighter outlook for 2021, we are working with our clients to set some financial resolutions for the year and stick to them. Here are our top 6 tips to get your year off to a good start, too.

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An annual review of your financial affairs

December 2020

The end of the year is usually when we take stock of how things have gone and whether we met the goals we set ourselves last January. It gives us a chance to start the new year afresh and set ourselves some new objectives.

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