1307, 2015

Overview of the Summer Budget 2015

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In a bold opening statement on his first non-coalition budget, Chancellor George Osborne said that this Summer Budget 2015 puts security first; that recognises the hard work and sacrifice of the British people over the last [...]

907, 2015

Using Trust Funds to protect your legacy

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As much as I try my best to start these articles on a positive note, this may be the exception to that rule in that if you’ve heard the phrase ‘there’s only two things that [...]

2506, 2015

Why does understanding the UK economy matter to your finances?

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If you spend any time listening to the government and financial analysts reporting on the economy in the media, you will have no doubt heard the words GDP (gross domestic product), CPI (consumer price index/inflation), [...]

2506, 2015

Having a diversified portfolio – why you shouldn’t put all your eggs in one basket

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In financial terms not putting all your eggs in one basket is a jargon free way of saying it is important to consider having a diversified portfolio, the extent of diversification and the mix of [...]

106, 2015

What does auto enrolment mean to you?

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The retirement and pensions industry is a constantly evolving topic within finance and one that can affect us all, employer or employee.  Whether it is the different types of pensions available to you, how you [...]

106, 2015

Protecting your income – understanding what matters most

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I find something which is easily overlooked when seeking advice, is that it is just as important to understand your objectives for protecting your income as it for creating your income. When working with you, [...]