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March 2019
Your ISA, your future
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March 2019
Time to reimagine how to invest more tax-efficiently? Each tax year, from the age of 16 we are each given an annual Individual Savings Account (ISA) allowance. The ISA limit for 2018/19 is £20,000, and anyone wishing to utilise their allowance should do so before the deadline at midnight on Friday 5 April 2019. Read full article
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March 2019
Brexit – what next?
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March 2019
Unintended consequences At the time of writing this article, the UK Government is still in negotiations with the European Union over the terms of its planned withdrawal on 29 March 2019. Read full article
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March 2019
Safeguarding your wealth for future generations
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March 2019
Steps to mitigate against Inheritance Tax Unforeseen life events and circumstances can potentially impact your finances in a number of ways. We can help you to safeguard your wealth for future generations. But for many of us, there can be a remarkable gap between our intentions and our actions. Read full article
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March 2019
The time is now
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March 2019
A much needed boost to the nation’s savings A million more women in their 20s could be saving adequately for retirement if they were able to access emergency cash from their pension, according to new research[1]. The latest Women & Retirement report highlights that the current lack of flexibility in pensions is a barrier to saving and that introducing the ability to access funds for unexpected bills could provide a much-needed boost to the nation’s savings. Read full article
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March 2019
Financial freedom
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March 2019
Experiencing a golden age without money worries Saving enough during our working life will not just give us freedom to manage our finances more flexibly, but it will also help us to secure a more comfortable lifestyle in retirement. Even though the baby boomers (the generation born between 1946 and 1964) are better off than any other generation, according to a new report[1], one in three (33%) people nearing retirement in this age demographic still don’t feel confident they’ll have enough funds to live on[2]. Read full article
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March 2019
Spring into action
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March 2019
Taking a closer look at what you’re spending as a family can help make significant savings It will not be too long before spring is finally upon us, and those winter months (even though we’ve had a really mild winter) will start to become a distant memory. But with spring comes a new tax year – the 2019/20 tax year is just around the corner. Read full article
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March 2019
Tax action
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March 2019
Getting your tax affairs in order before 5 April This time of year is your last chance to get your tax affairs in order before the end of the 2018/19 tax year. We’ve provided a summary of some key tax and financial planning areas which may be appropriate to certain taxpayers and should be considered prior to the end of the tax year on Friday 5 April 2019. Read full article
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March 2019
Breaking up is hard to do!
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March 2019
How much money will you will need to live on later in life? Divorce is undoubtedly one of the most difficult subjects to talk about. When relationships come to an end, there are so many things to consider – children, home and support are naturally the first things you would focus on. In fact, when you begin the process of separating a shared life, the sheer number of things to deal with can seem very daunting. And the cost of divorce can have a lasting impact on your plans for later in life. Read full article
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March 2019
Improving your retirement income
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March 2019
Looking forward to having more time to explore faraway places? Retirement is a time for you to do the things you’ve always wanted to do. Perhaps you’re looking forward to having more time to explore faraway places. Or maybe you dream of simply waking up each day and doing whatever takes your fancy. However you see your future, it helps to start planning for it as soon as possible. Read full article
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March 2019
Money’s too tight to mention
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March 2019
Don’t let inflation reduce the value of your investment returns Inflation can have a significant impact on our finances in a number of ways. But what exactly does it mean? And what impact could it have on our savings and investments? It’s important to understand how inflation works, as well as the effects it has on our financial planning. As the American economist Milton Friedman remarked, ‘Inflation is taxation without legislation.’ Read full article