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Investments
July 13, 2021

How to make an ethical portfolio 3>

We all hold values which influence how we live our lives. We might buy Fairtrade or shop locally, for instance. Yet whilst these might feel straightforward, investing ethically – e.g. putting money into companies and…
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Savings
July 6, 2021

A guide to NS&I in 2021 3>

We all hold values which influence how we live our lives. We might buy Fairtrade or shop locally, for instance. Yet whilst these might feel straightforward, investing ethically – e.g. putting money into companies and…
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Financial Planning
June 28, 2021

How to build wealth in the 2021-22 tax year 3>

Since COVID-19 swept the world in early 2020, many households across the UK have been put under heavy financial pressure. People have lost jobs or work hours, been furloughed or needed to close the business…
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Pensions
June 28, 2021

Should you take your 25% tax-free lump sum? 3>

Since the 2015 Pension Freedoms were introduced, those with a pension pot in 2021-22 can now withdraw up to 25% of its value once they reach age 55. For someone with a £500,000 defined contribution…
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Investments
June 28, 2021

What’s the role of cash in financial planning? 3>

Even in today’s increasingly “cashless society”, cash – pound Sterling – is still the dominant form of currency and financial jargon we deal with on a regular basis. We use it to pay for essentials…
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Investments
June 12, 2021

Global investing: should you target specific regions to achieve better returns? 3>

This content is for information purposes only and should not be taken as financial advice. Every effort has been made to ensure the information is correct and up-to-date at the time of writing. For personalised…
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Pensions
May 27, 2021

How to prepare an ideal retirement 3>

What do you imagine when you think of retirement for yourself in the future? Perhaps you see yourself retiring early in your 50s. Maybe you see a kind of “partial retirement” where you keep on…
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Taxation
May 27, 2021

Get the most out of the 2021-22 tax year 3>

What if it was possible to put more money back into your pocket – possibly £100s or £1,000s – by taking a bit of time to ensure that your savings and investments are set up…
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Pensions
May 27, 2021

Pension planning in different market conditions 3>

Building up a pension pot is a challenging endeavour. Not only do you potentially have 40+ years of consistent, monthly savings ahead of you, but they are also likely to experience a wide range of…
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Financial Planning
May 27, 2021

A financial plan for post-lockdown 3>

It has been a long 14 months since COVID-19 first led to lockdown across the UK. Life has changed significantly in that time, and nobody exactly knows what the “new normal” will look like when,…
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