Experts forecast a recession in 2023. Here’s why and what it means for your investments
The UK is expected to face a recession in 2023. The situation could affect your investment portfolio, but, in most…
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Half of workers would choose a “green” pension and it could lead to ESG investments soaring
21 million people would consider moving their pension to a “green” fund if it was an option offered by their…
Investment market update: February 2022
Tensions in Europe and the invasion of Ukraine affected stock markets around the world. Here’s your investment market update with…
The ESG investment trends to watch out for this year
The pandemic and the climate conference in 2021 are driving some of the key ESG investment trends this year, including…
Half admit to making impulsive, emotional investment decisions, and many go on to regret it
Have emotions ever influenced an investment decision you’ve made? If so, you’re not alone, but impulsive decisions can lead to…
COP26: What does the outcome mean for investors?
COP26 took place in Glasgow in November and set the global climate change agenda. Find out how it could affect…
Dividend Tax rate rise: Could it affect you?
The Chancellor has announced a Dividend Tax hike. Find out if it affects you and what steps you can take…
Market shocks present reasons not to invest but you could miss out
Greater access to the news means it often seems like there’s a reason not to invest. But over the long…
Can you still earn an income from investments in 2021?
The pandemic means many companies have slashed dividends. If you rely on investments to create an income stream, don’t panic…
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…
FTSE 100 suffers worst year since 2008 but your portfolio may still have gained
The FTSE 100 suffered its worst performance since the 2008 financial crisis in 2020. Yet, that doesn’t mean your overall…
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…
Retirement planning as a couple: Balancing different goals
Planning for retirement should be an exciting time in your life. You’re able to give up work and focus on…
One more twist on buy-to-let
Buy-to-let investors will be hit by the latest phase of tax changes coming in from April, coupled with changes to…
Happy birthday to tax-free savings
It’s the 20th birthday for tax-free investment in ISAs. With the deadline for contributions approaching, have you made the most…
Growing ethical investment for sustainable returns
The amount of money invested in ethical funds has trebled over the past 10 years according to the Investment Association.…
New risk criteria for venture capital schemes in 2018
Important changes for venture capital schemes and enterprise investment have recently come into effect. New, what are called ‘risk-to-capital’ conditions…
The benefits of early ISA investments
Don’t wait for the end of tax year reminders! There are advantages to planning your ISA investments at the beginning…
The deadline is approaching for using your ISA allowances
Your Individual Savings Account (ISA) allowances expire on 5th April and with a lower dividend allowance from 18/19, should you…
Buy-to-let investors took a hidden hit in the Autumn Budget
Chancellor Philip Hammond’s Autumn Budget contained more bad news for many buy-to-let investors which went largely under the radar. Next…
The importance of diversifying your investments
We have seen how unexpected events can impact on investment markets – last year with Brexit and Trump and this…
Your pension allowances are shrinking
Cuts and adjustments made to the two main pension allowances since 2011 have made retirement planning all the more complicated.…
The Budget dividend allowance cut – what will be the damage?
One of the very few surprises of Phillip Hammonds’ March Budget was his cutting of the dividend allowance which comes…
Another notch up in State Pension Age
A government initiated independent review by John Cridland in March has proposed bringing forward the move to a state pension…