Apr 08
Apr 08
Jan 16
Q4 2019 investment update

Your Q4 2019 investment update

Brexit has been the headline story for the last dozen or so market updates, but could an end now be in sight? With a decisive General Election result, meaning the UK will leave the European Union this month, it’s possible that some certainty will return. Here’s your Q4 2019 investment... read more →
Jan 16
Jan 16
annuities

Why annuities still have a place in retirement planning

Before Pension Freedoms were introduced in 2015, annuities were the default choice for many people wanting to take an income in retirement. Fast forward five years and flexible drawdown and other approaches are now much more popular. In addition, falling annuity rates mean many people are seeking alternative options to... read more →
Jan 16
child's inheritance

How to safeguard your child’s inheritance

In the 2017/18 tax year, Brits paid out a total of £5.4 billion in Inheritance Tax (IHT). More than 28,000 deaths triggered a charge in 2016/17, up 15% on the year before, and IHT receipts are forecast to reach £6.9 billion by the 2023/24 tax year. One of the reasons... read more →
Oct 29
Oct 07

Your Q3 2019 investment update

Another uncertain quarter has come to an end, and (as ever) it’s still Brexit that dominates the economic headlines. By the time we send our next update the UK could have left the European Union, although, until then, the economy remains volatile. If some indicators are to be believed, we’re... read more →
Oct 07

How to donate to charity in a tax-efficient way

Every year, Brits donate more than £10 billion to charitable causes. Around two-thirds of us donate to charity with the most popular causes being children/young people and animal welfare. As the Charities Aid Foundation say: “Charities underpin our way of life. They provide the foundation for our cultural, religious and... read more →
Oct 07

Is it time to get rid of the 1p and 2p coin?

Back in 2015, George Osborne reportedly came within weeks of announcing plans to get rid of the 1p and 2p coin. Despite evidence suggesting that the move would have limited impact on consumers and the economy, the Chancellor’s plans were eventually shelved. Earlier this year, the Treasury reconfirmed its commitment... read more →