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We like to keep our clients up to date on financial news, providing thought-provoking articles as well as useful hints and tips for managing your finances. If you would like to receive our articles directly to your inbox, please complete the form below to receive our bi-monthly newsletter.

7 ways you can help clients mitigate Inheritance Tax

As clients approach you to put a will in place or other measures to ensure their wishes are carried out when they pass away, Inheritance Tax may be a concern. It affects roughly 5% of estates and can have a significant impact on the wealth clients leave behind for their loved ones. In the six

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Could your property boost your retirement fund?

Property is increasingly being seen as an asset that’s vital for funding retirement. It’s no surprise, after all, our homes are often one of the largest assets we have, but what are your options and the drawbacks of doing this? The value of property has grown enormously over the last few decades. If you’re approaching

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Investment market update: June 2020

While countries are beginning to lift lockdown restrictions, we’re still seeing the economic impact of Covid-19 around the world, as businesses get to grips with the consequences and ongoing social distancing. According to the OECD, the global economy is set to suffer its worst peacetime slump for 100 years. It’s now expected that global GDP

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Calculating investment risk: What plays a role?

When investing, we all know that capital is at risk. We’ve often talked about understanding your risk profile and the level of risk you should take when investing. But what affects how risky an investment is? Understanding the risk of an investment can help you gauge if it’s the right investment for you and how

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