8th March 2013

The important tenets of his investment philosophy and mythology Warren Buffett is considered by many as the most successful investor of the 20th century and named “one of the most influential people in the world” by Time magazine in 2012. In this article we look at Buffett’s investment mythology and analyse some of the most […]

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8th March 2013

Uncertain election results rekindle euro-crisis fears The prospect of a long period of political uncertainty following elections in Italy, the euro zone’s third-largest economy, has shattered months of uneasy calm in European financial markets and demonstrated that the currency union remains prey to shocks. Italy’s protest vote against the Eurocrats has wrenched market attention away […]

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8th March 2013

The UK has lost its AAA credit rating for the first time since the 1970s The credit rating agency Moody’s, at the end of February, downgraded the UK’s sovereign debt rating from AAA to AA1, relegating the UK to the second tier for the first time since 1978. The announcement made headline news, but it […]

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8th March 2013

Measures introduced through the Care and Support Bill come into effect in April 2017 Bills for long-term care in old age are to be capped at £75,000 in England. The recent announcement for changes to social care is thought to be part-funded by a freeze on the inheritance tax ‘nil rate band’ threshold. Chancellor George […]

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8th March 2013

Have you fully used your 2012/13 ISA allowance? In times like these, every penny counts. Interest rates are at historic lows and rising inflation can erode our buying power. But one way to mitigate these effects is to shield savings from tax by investing through an Individual Savings Account (ISA). A flexible ‘wrapper’ An ISA […]

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8th March 2013

A renaissance period for investment trusts Investment trusts have had to exist in the shadow of unit trusts for the past few decades. But in rising markets investment trusts generally outperform other funds and can deliver more stable, growing income streams. Superior performance records Investment trusts are in a renaissance period and are coming up […]

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8th March 2013

Retiring baby boomers are setting out a new model for later life The UK is witnessing the march of a new type of retiree as the first post-war ‘baby boomers’ pass the old Default Retirement Age of 65. According to Aviva’s latest Real Retirement Report, more than one in three (39 per cent) over-55s are […]

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8th March 2013

New rules mean women could increase their pension income by over 20 per cent The new 20 per cent uplift in capped income withdrawals will come into force on 26 March this year, and people could start to see the benefit of this uplift from the start of their new income year following that date. […]

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8th March 2013

Tax planning checklist 2012/13 for you, your family and your business Make sure you take advantage of the wide range of year-end tax planning opportunities available this year. Here is our checklist of the main top ten areas to consider for you, your family and your business. For myself AND my family I have… Made the most […]

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8th March 2013

The cost of bringing up a child until they reach the age of 21 has hit an all-time high Having children has never been more expensive, with the cost of bringing up a child until they are 21 at an all-time high of £222,458. This is more than £4,000 up on last year and £82,000 […]

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