Blog - Archive for the ‘Investments’ Category

2018 Budget

29th Oct, 2018

  Today (29th October) the Chancellor of the Exchequer, Philip Hammond, announced his second Autumn Budget. Traditionally the Budget is presented on a Wednesday, and Mr Hammond was keen to insist this change was not made to avoid his speech falling on Halloween. As usual the Budget covered everything from changes in welfare to changes […]

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Investment markets: will there be a crash?

16th Aug, 2018

  It is very easy to find articles and videos which suggest there could be a crash in investment markets. So is this correct? The easiest answer to this question is: nobody knows. The best answer is: it really does not matter, as long as the following points hold true: Your investments are diversified Your […]

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Bank of England defers interest rate hike

10th May, 2018

At its May meeting, the Bank of England voted (7-2) to maintain it’s base interest rate at 0.5%. This was in spite of earlier indications it would raise rates by 0.25%. In this post I set out the reasons why the Bank of England has backtracked and the implications for financial markets. If you are […]

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Time is running out: tax year end

15th Mar, 2018

We now have less than 3 weeks until the end of the current tax year, so there is just enough time to make the most of your remaining allowances (if you hurry). In this post I have summarised some of the key allowances you can take advantage of. Please bear in mind that these options […]

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The risk of buying individual shares

2nd Aug, 2017

Many clients who come to see us for the first time own some shares. These shares might have been inherited, received when an old building society became a bank or bought through a company share save scheme. Some people also buy and sell shares on a regular basis because they like to dabble in the […]

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Hung Parliament: what happens next?

9th Jun, 2017

As I’m sure you know, the 2017 general election has ended in a hung Parliament which means no single party has enough seats to command a majority. In this post I explain what the possible outcomes are from here and the short term effect this has had on financial markets.

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Tax allowances for 2017-18

6th Apr, 2017

We are now in the new tax year which means there are new tax allowances, savings allowances and pensions allowances available for UK taxpayers. This post sets out the key allowances and a brief description of each. If you wish to discuss making use of any of these allowances please get in touch via our […]

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The 2017 Budget

8th Mar, 2017

Today the Chancellor of the Exchequer, Philip Hammond, announced his first Budget. As usual the Budget covered everything from changes in welfare to changes in personal finance (which I have focused on in this post). If you have any questions about how these new measures could benefit you or your family please do not hesitate […]

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