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Rocks on the sea front, showing diverse investment decisions in financial planning
Investments
January 6, 2018

How to invest 3>

There is no substitute for diversification; constructing a portfolio of uncorrelated assets. When you look at the performance of the 13 most common different asset classes over the last 30 years, you will see there…
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IFA in Lincoln talks about tax planning for life
Uncategorized
February 16, 2017

Tax Planning for Life 3>

Most of us face being taxed on our income, our capital gains and in some circumstances the value of our estate when we die. Taxation can be complicated and the rules, reliefs and allowances often…
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Castlegate talk about Brexit and Financial Advice in Lincoln
Financial Planning
February 7, 2017

How Could Brexit Affect your Finances? 3>

Back in June 2016, Britain voted to end its membership of the European Union in a historic referendum that saw 52% of the British public vote to leave the EU. The initial reaction on the…
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Independent Financial Advisor in Lincoln discusses income protection - picture of coins
Taxation
January 25, 2017

Year-end tax planning 2016 3>

Tax planning, using available reliefs and allowances, can result in more money in your pocket, it just requires a little thought and timely action. If you are married ensure you both use your respective personal…
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