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IN THE NEWS

A MAJORITY OF BRITONS ARE ‘TREND SPENDERS’ A recent survey(2) shows that many of us spend with our hearts rather than our heads. ‘Trend spenders’ don’t feel overly worried... Read more

IS YOUR FAMILY FINANCIALLY SAVVY?

Do you discuss financial matters with your children? In the UK, we can be very reticent when it comes to having family conversations about money. But as our children... Read more

WHAT ARE THE MAIN ASSET CLASSES?

With investing, the old saying ‘don’t put all your eggs in one basket’ rings true. To improve the potential for long-term gains and spread risk, the best advice is... Read more

SEVEN OUT OF TEN PENSION SAVERS FAVOUR RETIREMENT INCOME TARGETS

Without professional advice, it can be very difficult to know if you’re saving enough for your retirement. It’s unsurprising then that many savers who took part in a survey(5)... Read more

MORE TAKING OUT PROTECTION AS HEALTH CONSCIOUSNESS RISES

Life is full of twists and turns, some of them good, others not so good. Protection policies are one of the best ways of ensuring your family is provided... Read more

HOW TO PLAN YOUR RETIREMENT

It’s time to get serious about planning your retirement. True, it could still seem ages away, and you may not be thinking of giving up work anytime soon. However,... Read more

Tick Tock – Don’t forget your ISA

It might seem a long way off but the clock is ticking to make use of your ISA allowance for the current tax year. To find out more about... Read more

IHT – UNDER THE SPOTLIGHT

According to figures from HM Revenue and Customs, Inheritance Tax (IHT) revenues are up again, with £5bn being paid in the 2017–18 tax year. This increase comes despite the... Read more

Economic Review September 2018

In this months addition we discuss the following: Economic growth and Brexit related uncertainties Retails sales figures and the UK consumer Financial Markets overview Inflation at a 6 month... Read more

Budgeting For Your Lifestyle

It makes sense to begin drawing up a budget for your retirement that covers your likely income needs. There are various factors to consider. You may have income from... Read more