12 December 2024
The 2024 Autumn Budget announcements made by the Government have caused many to rethink their pension strategy and whether these are still a relevant and useful
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12 December 2024
Christmas is a busy time, but the start of a new year is always a good opportunity to take a closer look at your investment portfolio
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12 December 2024
Retirement is a goal that is achievable for almost everyone, but not without a comprehensive plan and financial strategy. Without one, you could find that you
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19 November 2024
With the Government’s announcement of a two per cent rise in Stamp Duty Land Tax (SDLT) on second homes, buyers now face a five per cent
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19 November 2024
When it comes to investing, most people are aware of the two broad strategies that dominate the field: active and passive investing. Each has its own
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19 November 2024
Without having a clear financial plan for when you retire, there is a risk that you will run out of funds or face unexpected financial pressures
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29 October 2024
When it comes to managing your investments, you may have come across various strategies that aim to balance risk and reward. One such method that is
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29 October 2024
When it comes to taking money from your pension, careful planning is essential to minimise your tax liability and maximise the longevity of your savings. Here
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28 October 2024
Venture capital trusts (VCTs) offer an opportunity to invest in smaller UK companies while benefiting from attractive tax reliefs. As an investor, you can receive income
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16 September 2024
Tax wrappers are financial tools designed to help individuals shelter their investments from certain taxes, ultimately maximising their wealth. If you use tax wrappers, you can
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16 September 2024
An asset allocation strategy involves deciding how to distribute investments across asset classes like equities, bonds, and cash. Your choice of strategy significantly impacts potential returns
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16 September 2024
A Junior Individual Savings Account (JISA) is a tax-efficient savings or investment account opened by a parent or guardian for a child under the age of
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