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 alone, but…
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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 investment portfolio…
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 consider when…
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 the things…
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 CGT payment…
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 of your…
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. The growing…
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 apply to…
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 of the…
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 be looking…
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 April will…
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 year with…
