Autumn Edition

Autumn Edition

Uncategorized Holding your nerve in volatile times It’s almost impossible these days not to think of that apparently Chinese curse about living in interesting times. The last few weeks might be characterised as too interesting as we tune in daily to find out the...
Autumn Edition

Summer Edition

  Can we look forward to escaping from all this? To paraphrase a famous film line ‘It’s been a bumpy ride’. Far from knowing the way forward after the turbulent early months of the year, we are still in the kind of political limbo which can make forward planning...
Autumn Edition

Spring Edition

Our Spring newsletter is a reminder of the tax changes coming from the new 2019/20 tax year – one of the few certainties in 2019. We also explore investing in infrastructure funds as an option for your portfolio, plus the impact of the increased odds of living to 100...
More than £3.2bn taken out of pensions without advice

More than £3.2bn taken out of pensions without advice

More than £3.2bn has been accessed as a lump sum from pension pots without any financial advice, research has revealed. According to analysis from Saga, which polled 2,000 UK adults, one in seven (14 per cent) retirees accessed their pension pots without...

Significant rise in lenders valuing homes below sale value

The BBC have picked up on another Financial ‘hot potato’ here. Who knows whether it’s sellers being overly optimistic or surveyors concerned about a crash, either way it makes for an interesting read if you are thinking about moving house....

Equity Release

Ever stopped to think about Equity Release? Now could be a good time to talk When you are thinking about planning for your retirement, its important to take look at the whole of your finances, not just your pension, to see if you’re on course for the kind of...
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