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Taxation
February 17, 2023

Tax freezes and your financial plan 3>

Some taxes are immediately noticeable, such as income tax and National Insurance. Others are less obvious and are classed as “stealth taxes” – applying an indirect eroding effect on your wealth and finances. Value Added…
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Business
February 14, 2023

A short guide to employee financial wellbeing 3>

Many things can affect an employee’s productivity, retention, morale and wellbeing. These may include personal relationships and a sense of progression in an organisation. Yet finances also play a key role. Money worries can be…
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Pensions
February 10, 2023

Insights for women and pension planning in 2023 3>

Planning for retirement is unique to each person. Yet women tend to face common, distinct challenges which need addressing to secure their financial future in later life. In this post, our Grantham financial planners explain…
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Investments
February 7, 2023

February 2023: what is happening in the UK economy? 3>

The UK has narrowly avoided a recession, according to Chancellor Hunt, after seeing flatlined GDP growth in the last quarter of 2022. The economy, it seems, has proven more resilient than thought. Moreover, the stock…
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Financial Planning
January 23, 2023

Financial planning for young people 3>

Young people have a key advantage when making a financial plan – time. With longer to invest, for instance, your retirement fund has more time to grow. You have more years to organise your income…
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BusinessTaxation
January 17, 2023

How does Business Asset Disposal Relief work? 3>

When you sell an asset for a profit (e.g. shares in an investment account), there is often a tax – capital gains tax (CGT) – applied, undermining your returns. One of the advantages of being…
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Investments
January 10, 2023

Investment platforms: a short guide 3>

In today’s digital world, it has never been easier to open an investment account – even with a small amount of money – and start building a portfolio. Yet is “DIY investing” a good idea,…
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Financial Planning
January 3, 2023

Why financial advice is valuable 3>

Everyone can benefit from financial advice – not just those with complex, offshore assets. Yet when is the right time to work with a financial adviser, and what specific value can they offer?
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Investments
December 14, 2022

What is the market outlook for 2023? 3>

The past two years have witnessed the arrival of COVID-19, the Russian invasion of Ukraine, surging inflation (to levels not seen in 40 years), public sector strikes and three prime ministers. To say it has…
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Pensions
December 12, 2022

The Autumn Statement and your pension 3>

There has been a lot of change in the UK’s political realm since the summer. Three Prime Ministers and two budgets from separate chancellors. It is little wonder that many are confused about their pension…
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