The end of the tax year approaches

30 Mar 2020

The deadline of midnight on 5th April is looming, when your tax free ISA allowance will end for 2019/20.  In the midst of the current coronavirus outbreak, there have been calls for this deadline to be extended, to give investors

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Coronavirus update – 26th March 2019

27 Mar 2020

Here’s the latest update from our investment team on recent developments.

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An alternative to equity release

26 Mar 2020

Equity release has become a popular option for those approaching or already in retirement to free up money from the home that they own. However, equity release poses several challenges and risks that not all homeowners wish to undertake. So,

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NS&I interest rates to be cut

26 Mar 2020

From May, interest rates on premium bonds and savings accounts from Treasury-backed savings organisation NS&I will be reduced. The NS&I, which has 25 million customers, has a responsibility to balance the needs of savers, taxpayers and the wider market and

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Retired homeowners see property wealth surge

26 Mar 2020

A new study has revealed that retirees have seen the value of their properties surge by thousands of pounds in the last year. Accord to the Pensioner Property Equity Index. the average UK home-owning pensioner has seen an increase of

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Who could the corporate winners be as we navigate home working and schooling

26 Mar 2020

For many parents the prospect of having ones children at home 24/7 will be filled with positivity, mapping out home education classes and fun crafts and tasks so they can continue with their studies during these difficult times.  For others

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Is now a good opportunity to spring clean your finances?

25 Mar 2020

As we’re now likely to be spending most of our time at home, whilst we may be saving money on commuting, socialising and gym memberships, the extent of the coronavirus outbreak on our finances is yet to be quantified.  It

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Coronavirus update – 19th March

20 Mar 2020

Read our latest update from our investment team with comment on the most recent developments

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Budget summary

11 Mar 2020

When Philip Hammond delivered the last Budget 499 days ago, in the midst of the Brexit negotiations, he could not have imagined that the next Budget would be dominated by the spread of a lethal contagion. Nor is it likely

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