Month: October 2024
Autumn Budget Summary 2024
30 Oct 2024A new Government, a new Chancellor and a new approach to the UK’s fiscal policies. Rachel Reeves entered her first Budget with a strong message that her measures would lead to “an economy that is growing, creating wealth and opportunity
Turning 18? Ready to take control of your ISA?
22 Oct 2024A Junior Individual Savings Account (JISA) is a tax-efficient savings or investment account opened by a parent or guardian for a child under the age of 18. These accounts allow savings to grow free from Income Tax and Capital Gains
The pros and cons of popular asset allocation strategies
22 Oct 2024An asset allocation strategy involves deciding how to distribute investments across asset classes like equities, bonds, and cash. Your choice of strategy significantly impacts potential returns and risks. Strategic asset allocation Strategic asset allocation involves setting a target allocation for
The benefits of tax wrappers and how to use them
22 Oct 2024Tax wrappers are financial tools designed to help individuals shelter their investments from certain taxes, ultimately maximising their wealth. If you use tax wrappers, you can potentially reduce or eliminate tax liabilities, allowing your investments to grow more efficiently over