News and Articles

Investment Options: A Short Guide for 2024

By | Investments | No Comments
The world of investing can be confusing, not only for beginners but also for seasoned investors. Different “asset types” and investment options often come laden with a lot of jargon, making them difficult to understand.…

UK economy: A roundup for 2024

By | Investments | No Comments
The state of the UK economy has key implications for individuals’ and households’ financial plans. For instance, the economic landscape informs government policy and decisions (e.g., tax rates), which can bestow costs and/or benefits on…

How to get the most from the 2024-25 tax year

By | Taxation | No Comments
A new tax year (starting in April) offers a great opportunity to optimise your finances to keep more of your hard-earned income, savings and returns. With the arrival of 2024-25, many clients in Grantham and…

A pensions guide for the self-employed

By | Pensions | No Comments
Being self-employed brings many wonderful benefits. Perhaps you have more earning potential than if you were employed, or maybe you have greater control over your working hours. However, self-employed people are arguably at a disadvantage…
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