Over the last few months, you’ve read about the potential benefits of investing, what we consider when creating your risk profile, and how we can improve tax efficiency. Now, read on to discover why we believe reflecting on your investment portfolio during our annual review meeting is a crucial part of managing your assets over the…
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Despite the doom and gloom of rising interest rates, elevated inflation, the fear of a wide recession and the continued war in Ukraine, global equity markets[1] (developed and emerging markets combined) have actually risen in 2023. In GBP terms, they have delivered around 7.2% to the end of June, recovering most of 2022’s fall. Markets are…
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After an appeal, wild camping is allowed again at Dartmoor National Park. It could be a great way to get off the beaten track and back to nature. Read on to find out more about wild camping. Wild camping simply means setting up your tent or caravan in the wilderness outside of a designated campsite. …
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A combination of frozen tax thresholds and rising inflation mean an increasing number of retirees need to consider tax. Read on to find out what you need to know about Income Tax in retirement and how we can help manage your tax liability. According to the Independent, in 2023/24,…
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Space exploration is pushing new boundaries and more than six decades after Yuri Gagarin became the first man in space, historic launches and exciting milestones continue to capture public imagination. Yet, like financial planning, the period after reaching a goal requires just as much attention as those that garner coverage. On 23 August 2023, India celebrated…
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Participants of a trial in England are set to receive an income every month without having to work. It’s the first time universal basic income (UBI) will be provided in England, and advocates argue it could be the future. The idea of providing citizens with UBI has been slowly gaining traction in the last couple of…
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It can be difficult not to let your emotions influence your decisions. When investing, emotional decision-making could be harming your portfolio’s performance and, in turn, the likelihood of reaching your goals. While you might try to make investment decisions based on logic and facts, it is easy for emotions such as fear, greed and excitement to play a role. A…
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Brits are struggling with financial jargon and aren’t sure where to start with investing. It could mean some people are missing out on opportunities to increase their wealth. A survey from Lloyds Bank found that 50% of Brits say they were scared of investing. Furthermore, 38% say financial jargon…
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Investing may provide a useful way to grow your wealth, but getting started can be overwhelming. There are some important decisions to make when investing that could affect the outcomes and the tax you’re liable for, and we’re here to offer support. Last month, you read about investment risk and what to consider when creating a…
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For many people, their pension is a crucial part of their retirement plan. With Pension Awareness 2023 starting on 11 September, it’s the perfect time to learn more about your pension savings. Despite pensions often being essential for reaching retirement goals, a survey suggests many savers lack pension knowledge and don’t plan to seek support. …
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