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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.

8 pension mistakes that could affect your retirement

Saving for retirement should be part of your financial plan and can help you secure the lifestyle you’re looking forward to. But watch out for these eight pension mistakes, which could ruin your plans. 1. Putting off paying into a pension The sooner you start paying into a pension regularly, the better. Throughout your career,

Why planning for the 2021/22 tax year now is a fantastic idea

The 2020/21 tax year hasn’t even finished yet, but it’s the perfect time to start thinking about the next 12 months. While this time of the year is often associated with using up allowances before the deadline, getting a head start on 2021/22 can be just as beneficial. The new tax year starts on April

Your 2021 Budget summary

On Wednesday 3 March, Rishi Sunak delivered his second Budget as chancellor. The Budget outlines the state of the economy and the government’s spending plans. The World Health Organization declared Covid-19 a pandemic on 11 March 2020, the same date as the 2020 Budget. Since then, the pandemic has led to lockdowns, restrictions, and an

Budget 2021 – The winners and losers

A year ago, Rishi Sunak delivered his first Budget just as the pandemic began to take hold. While his £30 billion package sounded significant, it’s a sum that has paled into insignificance over the last 12 months as the chancellor has spent £280 billion shoring up the UK economy. As the chancellor acknowledged in his

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Investment market update: February 2021

A year after lockdowns around the world began, Covid-19 continues to affect economies and investment markets. While the volatility experienced almost 12 months ago may have calmed, uncertainty remains and it’s important for investors to focus on their long-term plan. In February, Kristalina Georgieva, managing director of the International Monetary Fund (IMF), called on leaders

First-time buyers, have you considered financial protection? The risk could be higher than you think

As a first-time buyer, there are lots of expenses going out. You may have put off taking out a financial protection policy because of this, or you may think it’s not important. However, the risks could be much higher than you think. Financial protection products are insurance policies that pay out under certain circumstances. There

7 powerful investment lessons from Warren Buffett

The pandemic has led to more people taking control of their finances and investing. If you’re looking for some investing tips, the following pearls of wisdom from Warren Buffett are a great place to start. Known as a businessman and philanthropist, Warren Buffett consistently ranks on lists of the world’s richest people, with an estimated