by Craig | Mar 8, 2018 | Uncategorised
Our monthly economic review is intended to provide background to recent developments in investment markets as well as to give an indication of how some key issues could impact in the future. It is not intended that individual investment decisions should be taken based... by Craig | Mar 6, 2018 | Uncategorised
PERSONAL FINANCE FACTS WE ALL NEED TO KNOW Being aware of a few key financial facts can help ensure we all make the best use of our money and tax allowances. How much you can save into your ISA The ISA allowance for 2017–18 is £20,000. Don’t pass up this important... by Craig | Feb 27, 2018 | Uncategorised
IHT: GOVERNMENT RECEIPTS RISE STEEPLY The amount of inheritance tax (IHT) paid by bereaved families has broken the £5bn barrier for the first time. This is largely due to rising property values and the long freeze in the IHT threshold, and means that many more... by Craig | Feb 20, 2018 | Uncategorised
FINANCIAL MARKETS – A YEAR OF TWO HAL ES? This year has been interesting, but what lies ahead for investors over the next few months? Experience has taught us to expect the unexpected, as many investors are becoming used to a wide variety of financial, economic and... by Craig | Feb 13, 2018 | Uncategorised
ARE YOU SAVING ENOUGH FOR RETIREMENT? It’s estimated that people aged 45 to 54 spend more time planning their summer holidays than they do planning their pension1. However, if you want to be able to enjoy holidays in retirement, then you’ll need to have saved...