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Monthly Archives: July 2019

Investing for income, growth or both in retirement


Turning on the taps for an extra income stream to help you realise your ambitions The best time to start investing was 20 years ago. The second best time to start investing is now. But as you have been building … Continue reading

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What’s your magic number?


Your five-year plan to a comfortable retirement Retiring is a huge life event. And the very concept of retirement is changing with phased retirement becoming more common. The way we access our pension is now a lot more flexible, and … Continue reading

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Show me the money


Turning pensions into money you can use Today, you’ve got a number of options and permutations available when it comes to what to do with your pension in retirement. But lots of choice can also mean increased confusion.

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Protecting what matters


Those dearest to us, and those financially dependent upon us If something should happen to you, the last thing you want is for you or your family to be worrying about money. One of the most important aspects of your … Continue reading

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Taxing times


‘Top 5’ list of planning areas Making sure you use up any allowances you are entitled to is the first step to reducing the amount of tax you may be liable to pay. We’ve provided our top five list of … Continue reading

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Retirement longevity


Your destiny is now in your own hands If you are in your 50s or 60s, your thoughts are probably turning towards retirement. When should you retire? How much money do you need?

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Choppy waters, not full-on gale


Wait for the bad weather to pass and stay the course Volatility fluctuates based on where we are in the economic cycle, but it is a normal feature of markets that investors should expect. When stock markets start correcting, daily … Continue reading

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Healthy, wealthy and well advised


Financial complexities of passing on wealth Passing on wealth is a sensitive subject, not just because of the financial complexities of it all, but also the emotion and family politics involved.

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Goldilocks economy


How to prepare your portfolio for inflation Very low or very high inflation is damaging to the economy. The aim is usually to try and keep CPI at 2% in order to maintain a ‘Goldilocks Economy’ – not too hot, … Continue reading

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Smart investments


Should I invest into a pension or an ISA? Investors looking for tax-efficient ways to build a nest egg for retirement often look to both Individual Savings Account (ISAs) and pensions. Tax-efficiency is a key consideration when investing because it … Continue reading

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