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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

Self Assessment tips

January 2014

Given many people will be spending this month submitting their on-line self assessments to HMRC here are our top tips to stay ahead of the curve next year.

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Chartered Status for Plutus Wealth

January 2014

We’re pleased to kick start the new year by announcing that Plutus has been awarded Chartered Firm Status.

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Merry Christmas

December 2013

Merry Christmas one and all.

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Like a dripping tap

December 2013

As we guessed yesterday the content of the Autumn Statement has been dripping onto the news wires throughout the night – highlights so far

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Statistics

December 2013

In true Chancellor fashion he’s starting with some statistics…..

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The credit card bill

December 2013

Unsurprisingly we still sitting on an enormous pile of debt – and the pile is still growing!

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Fiscally Neutral

December 2013

Fiscally Neutral is something of a favourite term in statements of this parliament, it at least sounds better than – don’t get your hopes up for paying less tax or getting more services!

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For more people to own homes you need to build more homes

December 2013

Right to buy, help to buy, more house building all to ‘help’ boost the housing market – but not boost it too much – so confirmation that funding for lending goes to business

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Updates from tomorrows Autumn Statement

December 2013

We’ll be keeping on top of the chancellors announcements during tomorrows Autumn statement.

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5 Questions to ask

November 2013

AS part of the unbiased #getadvised campaign, James give 5 questions to ask a potential adviser

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Financial Planning Week

November 2013

This week is financial planning week. Organised by the Institute of Financial Planning it aims to raise awareness of the importance of taking the time to think about money.

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The price of everything and the value of nothing

October 2013

You can’t help but have read the governments recent headline grabber for the pensions industry – capping charges around the 0.75% mark.

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