Investment market update: May 2021
Signs continue to point towards economic growth as Covid-19 restrictions lift. However, businesses and economies continue to face challenges, including…
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How inflation can reduce your pension and what you can do about it
One overlooked retirement risk is inflation. Without careful planning, inflation can mean your retirement savings don’t go as far in…
Why planning for the 2021/22 tax year now is a fantastic idea
Have you thought about how you’ll make use of allowances and tax breaks in 2021/22? If you haven’t, you’re not…
What has 2020 taught us about investing?
Covid-19 has meant stocks markets in 2020 have experienced volatility, but it’s taught us many valuable investment lessons too. Read…
Balancing investment risk and reward: What should you consider?
All investments come with risks, but how is this linked to the rewards? Our blog explains what you need to…
Good Money Week: ESG and investment sustainability
With Good Money Week celebrated in October, we explain what ESG investing is and how it could add value to…
5 things to consider when you come into unexpected money
Coming into unexpected money has the potential to transform your life if used wisely. Here are our five tips on…
Could family income benefit insurance be right for you?
When we plan for the future, it’s also important to think about the unexpected things that might happen. No one…
Accessing your pension: Annuity vs Flexi-Access Drawdown
Should you choose a guaranteed income in retirement or an option that provides flexibility? Considering five questions can help you…
Covid-19 market volatility highlights differing investment attitudes of men and women
Research suggests that men and women have reacted differently to market volatility, but is one of the approaches ‘right’? We…
Low interest rates: Should you remortgage now?
The Bank of England base rate has been cut to just 0.1%, it could mean an opportunity for mortgage payers…
Our Guide to Individual Savings Accounts (ISAs) for 2020
ISAs, or Individual Savings Accounts, have been around for over 20 years. Back in 1999, then Chancellor Gordon Brown introduced…
Dividends and coronavirus: Will your income be affected?
As companies announce they’re suspending or reducing dividend payments, you may be worried about what it means for you. Find…
Is now the time to invest?
With stock markets falling, is now the ‘right’ time to invest? It may seem like a straightforward question, but your…
The 2020 Budget Winners and Losers
On Wednesday 11th March, Rishi Sunak delivered the new Conservative government’s first budget. Backed by a large majority, the essence…
Impact of the Coronavirus outbreak on global investment markets
Clearly, the Coronavirus outbreak is not a traditional macroeconomic event like say, the 2008 Credit Crunch and the ensuing global…
Tax efficient investing in Sussex: VCTs continue to attract investors
The latest statistics from HMRC show that Venture Capital Trusts (VCTs) are increasingly attractive to investors, offering potential tax benefits…
Savings Advice Sussex: is the LISA an option for first-time buyers?
The Help-to-Buy ISA has departed, though you can still pay in if you already had one. But is the Lifetime…
Investment Advice in Sussex: 5 things to keep in mind when you review your investments in 2020
2019 is over but how has your investment portfolio performed over the last 12 months? We take a look at…
Mortgage Advisers in Sussex: Why financial protection is important when buying your home
Your home is clearly one of the largest purchases you’ll ever make. You’ve probably taken out Buildings and Contents insurance…
Ethical Investing with Sussex’s leading IFA: Investing on principle
Whether it’s the Extinction Rebellion protests or Greta Thunberg’s speech to the UN, there has been a renewed focus on…
Pembroke launch a suite of Responsible investment portfolios
Independent Financial Advisers and Investment specialists, Pembroke Financial Services are delighted to announce the launch of the Prestige Better World…
Investment Advice in Sussex – UK dividend growth continues, but for how long?
Recent statistics show that dividends from UK shares rose by nearly 7% year-on-year in the third quarter of 2019. The…
Money purchase pension annual allowance penalties – pick a number, any number.
Freedom of Information (FoI) requests have highlighted a lack of HMRC’s knowledge about how many people have been hit with…