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Monthly Archives: April 2019

Inheritance Tax


No longer something that only affects the very wealthy Inheritance Tax is no longer something that only affects the very wealthy, but the good news is that there are ways to limit the amount of Inheritance Tax your family may … Continue reading

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Workplace pension savings


Employees contribute higher pension payments On 6 April 2019, the minimum level of auto-enrolment contributions increased to 8% of earnings, made up of 3% from employers and 5% from employees. According to data from the Pensions Regulator, auto-enrolment has brought … Continue reading

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Building a diverse portfolio


Time, patience and making informed decisions Making sense of today’s market headwinds and building a diverse portfolio should be key priorities for all investors. Whether you have a lump sum to invest or want to invest regularly each month, it’s … Continue reading

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New tax year


The key changes you need to know You want to pay the minimum amount of tax legally possible. We want that for you, too. The 2019/20 tax year started on 6 April, and in general taxpayers will have more money … Continue reading

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Double whammy


New social phenomenon – the ‘sandwich generation’ In recent years, a growing realisation has formed that we’re in the middle of a new social phenomenon – the ‘sandwich generation’. The term ‘sandwich generation’ is often used to refer to those … Continue reading

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Millennials get real with the numbers


Making sacrifices for home ownership over retirement Millennials are chasing the home ownership dream at the potential cost of a lower income in retirement, new research[1] shows.

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To downsize, or not to downsize?


Planning your next move for a comfortable retirement It can be a daunting prospect to think about selling the family home, but it is a decision that many decide is the right choice for them once the children have long … Continue reading

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Retirement income


Plan to enjoy the kind of lifestyle you want in later life ‘Will I be able to afford the retirement lifestyle I want?’ is a question that many people ask but struggle to figure out. There are many ways to … Continue reading

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Safeguarding your wealth for future generations


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 … Continue reading

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Money’s too tight to mention


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 … Continue reading

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