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Outlook for 2021

February 15, 2021

After perhaps the most extraordinary year that any of us has experienced, the outlook for the coming year is more than usually opaque. We are usually able to draw on established valuation metrics and historic parallels to provide a basis on which to form opinions [...]

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Looking forward to a new year

January 14, 2021

As a new decade dawned, we could not have foreseen what the year would hold in store for us. A year on, there is growing positivity for 2021, but we mustn’t forget what our experiences of the last 12 months have taught us.

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Your resolution for 2021 – become acquainted with your pension age(s)

January 8, 2021

Last October, phased increases to the State Pension age (SPA) reached 66 for both men and women, with further rises in the pipeline. And did you know that the minimum age for taking funds from a personal pension is also scheduled to rise in 2028?

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Don’t let the pandemic derail your retirement plans

August 7, 2020

The pandemic is having a far-reaching impact on all aspects of our lives, not least our finances. Although stock market volatility has posed challenges, you must not allow the outbreak to send your retirement plans off track.

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Be scam aware

August 7, 2020

Several UK bodies, including the Bank of England, National Crime Agency and the Financial Conduct Authority (FCA), have warned people to be particularly vigilant about scams, many of which are targeting vulnerable people, such as those who have lost their jobs or are under greater financial pressure in the current climate.

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Tone up your finances in 2020

January 21, 2020

As we face the year ahead with great anticipation, thoughts of resolutions, often centred around lifestyle improvements and healthy living, usually feature high on our to-do lists. It’s all too easy to overlook the resolution to take stock and refocus on your finances. A new [...]

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Financial resolutions for a prosperous New Year

January 21, 2020

The New Year period is a common time for people to take stock of their finances and make resolutions designed to boost their financial wellbeing. And a new study has found the likelihood of success in this area is heavily linked to receiving professional advice [...]

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Economic Review – November 2019

December 12, 2019

GROWTH SLOWEST SINCE 2010 Although the UK economy did expand during the third quarter, thereby avoiding recession, growth was weaker than expected with the annual rate of expansion the slowest in almost a decade. Gross domestic product (GDP) data released by the Office for [...]

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JISAs gaining in popularity

December 12, 2019

As the emphasis on intergenerational wealth planning intensifies, the popularity of the Junior ISA shows no sign of subsiding. The JISA star continues to rise, with almost 15% more plans subscribed to in 2017/18 than the previous year. Some of this growth can be attributed [...]

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Accidental landlords could face a large tax bill

December 12, 2019

Earlier this year, the government announced plans to scrap two types of tax relief for landlords who sell a property that was once their home. Homeowners in these circumstances are often referred to as ‘accidental landlords’, as when they originally acquired the property it was [...]

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