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Monthly Archives: March 2019

Trust in your investments


Investing for income or growth, or both Investment trusts are a well-established way of investing. Many investors prefer to invest in a fund rather than by picking individual stocks, shares or other assets. Funds allow you to diversify your portfolio … Continue reading

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Wealth protection


Planning your legacy Unforeseen life events and circumstances can potentially impact your finances in a number of ways. Believe it or not, you have an estate. In fact, nearly everyone does.

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Retirement options


Greater responsibility on individuals to plan for financial security in old age Deciding what to do with your pension pot is one of the most important decisions you will ever make for your future. The ‘pension freedom’ changes of April … Continue reading

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No pain, no gain


Planning to get where you want to be Successful saving and investing is arguably a lot like exercise – no pain, no gain. As is the case when undertaking a new fitness regime, if you properly commit yourself and stick … Continue reading

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Brexit – what next?


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.

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Smart plans


Living a less complicated life! For anyone enjoying their retirement years and living a less complicated life, it can be easy to assume that you no longer require professional financial advice. Some people may believe that since they have reached … Continue reading

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Tax action


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 … Continue reading

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Your ISA, your future


Time to reimagine how to invest more tax-efficiently? Each tax year, 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 … Continue reading

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