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Monthly Archives: November 2017

Are you ready to invest?


5 reasons to open a Stocks & Shares ISA Whatever you’re putting money aside for, there’s likely to be a role for Individual Saving Accounts (or ‘ISAs’). Low interest rates on cash savings since the financial crisis have meant that … Continue reading

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Balancing act


You’ve worked hard for your money – now investing can get your money working harder for you Before investing, you need to decide how much risk you are willing to take and consider your ability to deal with any losses. … Continue reading

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Bank of Mum and Dad


The UK’s most lenient lender? The Bank of Mum and Dad is potentially the UK’s most lenient lender, and its relaxed approach means it ends up writing off huge numbers of loans each year, according to new research[1].

Posted in Wealth planning | Leave a comment



‘Empty nesters’ plan to downsize


Convenience rather than cash is the biggest motivation There are plenty of reasons why moving into a smaller home makes sense, and more than 3.9 million over-55 ‘empty-nesters’ approaching retirement are planning to downsize to a cheaper property later in … Continue reading

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Buy-to-let


Boom to be sustained by pension freedoms In the previous five years, buy-to-let has seen the impact of huge property price increases, legislative changes, new tax treatment and deep economic uncertainty across the country.

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Savings black hole


Inflation set to erode Britain’s £60 billion cash savings Millions of Britons could see their savings shrink, as they don’t know how to shield them from the threat of rising inflation. Currently, UK savers are hoarding over £60 billion[1] in … Continue reading

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Get ‘wrapped’ up


Autonomy to make your own investment decisions Some people don’t want a pension company deciding how their pension savings are invested – they want to control where their money goes and how it grows. For people wanting to have autonomy … Continue reading

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Priceless education


Choosing an independent school is a serious investment Parents or grandparents wishing to give their children or grandchildren the benefit of an independent education face startling costs. This is followed after school by the costs of a university education, which … Continue reading

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