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Handling High Markets

Most of the world’s major stock markets are at or close to their all-time highs, but that is not necessarily a reason to stop investing. Download Our Client Agreement Here Global stock markets have been performing strongly since the first...
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The Future of Inheritance Tax

Most over 55s have no idea whether there might be inheritance tax (IHT) to pay on their estate — or what the liability might be. With change on its way, understanding IHT may be more important now than ever. The £325,000 IHT threshold (or...

Portfolio Rebalancing

Inertia can be a dangerous trait, especially for investment. You know the feeling. Sometimes it just seems easier to leave things as they are for another year rather than take any action. Call it the ‘If it ain’t broke don’t fix it’...

Responsible Investing and ‘Greenwashing’

There has been huge growth in the number of ‘sustainable’ and ‘responsible investment’ funds, which now look at a company’s environmental, social and governance (ESG) track record as part of the investment process. However not every...

A New Style Retirement For Changing Times?

The acronym ‘WFH’ is now fully embedded in the 21st century lexicon. Whether 18 months of working from home will reshape the future of work for office-based employees is not yet clear, but major employers are now reconsidering office...

No Fault Divorce Comes To England and Wales

The Divorce, Dissolution and Separation Act 2020 should have been implemented in autumn 2021. However, in June the government pushed back the start date to April 2022. The delay, plus the after-effects of lockdown, could mean a divorce...

More News On National Savings Green Bond

National Savings & Investments (NS&I) has released more details of its Green Savings Bond, originally announced in the spring Budget.  Download Our Client Agreement Here The bond will have a fixed term of three years, with no early...

Income Protection – The Simple Safety Net

One of the cornerstones of financial resilience is ensuring you have a financial safety net should things go wrong. This can be in the form of savings to cover unexpected bills, such as a new boiler, or a period of unemployment. But...