Getting your affairs in order



What you have and what you want to happen to it Everyone should have a Will, but it is even more important if you have children, you own property, you have savings, investments or insurance policies, or you own a business.

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Don’t miss the ISA deadline



Time to take control over where your money is invested tax-efficiently Each tax year, we are each given an annual Individual Savings Account (ISA) allowance. The ISA limit for 2016/17 is £15,240, rising to £20,000 in 2017/18. Anyone wishing to utilise their allowance should do so before the deadline at midnight on Wednesday 5 April 2017. […]

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Looking to the future



Cost of essentials is the most common perceived threat to over-55s While the rising cost of essentials is the most common perceived threat to over-55s’ standard of living over the next five years, concerns over falling returns on savings have risen to the highest point in almost three years, Aviva’s latest Real Retirement Report reveals.

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Safeguarding wealth for future generations



New Inheritance Tax rules apply from 6 April 2017 Unforeseen life events and circumstances can potentially impact your finances in a number of ways. We can help you to safeguard your wealth for future generations.

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Income investment strategies



Yield on equities and corporate bonds look understandably attractive People are living longer. Simple demographics mean that supplementary income is no longer a luxury – it’s a necessity. Meanwhile, interest rates are at historic lows – even before you take account of inflation. So, relative to cash, the yield on equities and corporate bonds looks […]

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Career kick-start



Parents feel it is their responsibility to support their children Despite footing the bill for further education, almost a quarter (23%) of parents worry that their children’s qualifications won’t be valuable in the workplace.

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Savings bug short-lived



Slipping back into old habits after a salary increase Workers have the best intentions to make the most of their saving potential when their salary increases, but they only consider doing this for up to a month before slipping back into old habits, according to research from YouGov.

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Origins of wealth



Turning a vision into reality We understand that no two people are alike and that each of us will have a unique set of objectives. As professional advisers, our starting point is therefore always to take the time to truly understand your goals and aspirations and to turn your vision into a reality that creates […]

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Foreign expats living in the UK



New regulations coming into force from 6 April 2017 As the tax year end approaches, people will be rushing to ensure they maximise their annual allowances and have their finances in good shape. This deadline applies equally to foreign expats (often referred to as ‘non-UK domiciles’) living in the UK as it does to those […]

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