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Pensions
September 6, 2024

How high earners can plan their pensions 3>

There is a lot of media speculation about pensions at the moment. Some newspapers are sounding the alarm that a tax raid may be coming in the Autumn, when the Labour government is expected to…
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Business
September 4, 2024

Five ideas for a great employee benefits package 3>

Did you know that happiness increases productivity? According to some studies, for each unit of happiness growth (on a 1-10 scale), productivity can go up by 12%. The UK, however, faces a chronic productivity problem…
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Business
September 2, 2024

Exiting a family business: a short guide 3>

There were 4.8 million family businesses in the UK in 2021-22. They are hugely important to the UK economy, supplying 13.9 million jobs in 2020 (over 50% of the entire private sector workforce). Family businesses…
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InvestmentsMarket Update
September 1, 2024

Market Update – August 2024 3>

August has been volatile in global equity markets, especially at the beginning of the month in Japan. Later, performance improved as new data emerged - along with growing expectations of further interest rate cuts. Investors…
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Financial Planning
August 12, 2024

What Chancellor Reeve’s Speech means for your finances 3>

On 8 July 2024, Rachel Reeves delivered her first speech to Parliament as the new UK Chancellor. It will arguably set the tone for the rest of her tenure in the role, highlighting the difficulties…
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Wealth Management
August 9, 2024

How to gift money to grandchildren 3>

One of life’s greatest pleasures is seeing your grandchildren grow up. As they mature, however, the weight of responsibility grows – especially regarding money management. As a grandparent, how can you effectively give a “leg…
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Investments
August 6, 2024

Landlord? Why 2024 might be time to diversify 3>

Recent years have not been particularly kind to many UK landlords. Not only did the Coronavirus Act 2020 delay when landlords could evict rogue tenants (resulting in huge losses for some), but various tax benefits…
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Wealth Management
August 2, 2024

Cashflow modelling and visualising your future 3>

What if you could “visualise” your financial future on a graph? Where could life take you if you invested £300 each month into your pension compared to £200 per month? What could happen to your…
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InvestmentsMarket Update
August 1, 2024

Market Update – July 2024 3>

July has witnessed some volatility in developed financial markets, following many months of record highs in 2024. However, markets remain largely positive and unaffected by a stream of significant political events in the Western world.…
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Investments
July 15, 2024

Should you rely on cash? The case for investing 3>

Many people view cash as a “safe” place to put their money. Compared to investing, cash savings appear more stable and secure. However, cash is not risk-free and can incur opportunity costs, which may not…
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