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Archive: Mar 2019

Avoid being an April fool: Consider your energy suppliers

Avoid being an April fool: Consider your energy suppliers | March 29, 2019

As things stand, around 11 million people are in danger of falling for the worst spring joke this year – and it won’t be remotely funny. Yes, by a bizarre coincidence, the energy price rise is due to kick in on the 1st April 2019, So it’s important time of year to consider switching.

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Equity Release – is it right for you?

Equity Release – is it right for you? | March 24, 2019

As a nation, we love property, I try to expand my clients views, but often decisions made decades before meeting me means that the largest asset some of my clients own is their home and often they are pension and cash poor, so how do you release the value of your home?

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Spring statement and the economic outlook

Spring statement and the economic outlook | March 20, 2019

I was speaking with someone recently about their financial planning and they were really concerned about Brexit. It can be hard to see through the headlines; there’s an editorial slant on all the news we read, see and hear. Let’s try to take the emotion out of the subject – regardless of whether you feel Brexit is a good or bad thing – and look at what’s happening in the bigger picture.

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Lifting the lid on investment fads

Lifting the lid on investment fads | March 11, 2019

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Long-term investors should be aware that letting short term trends influence their investment approach may be counterproductive.

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Year end tax planning checklist for individuals

Year end tax planning checklist for individuals | March 8, 2019

There’s less than a month to go until the end of the tax year. However, there’s still time to consider some last-minute tax planning to maximise the use of an individual’s allowances, reliefs and exemptions for the current tax year. Some of these will be lost if not used before the tax year end. This year end tax planning checklist covers the main planning opportunities available to UK resident individuals and will hopefully help to inspire action to reduce tax.

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Your ‘House of Wealth’ needs solid financial foundations

Your ‘House of Wealth’ needs solid financial foundations | March 4, 2019

There are eight elements to the financial foundations in total: three are essential (an emergency cash reserve, a will and a lasting power of attorney), and five are optional. It’s worth checking those five to see if you could benefit from the protections they offer.

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How the changes coming in this tax year will affect you

How the changes coming in this tax year will affect you | March 1, 2019

Preparation and planning is key to good money management. Knowing what’s coming up means you can prepare and adjust before things happen, rather than rushing to get things arranged at the last minute. On 6 April the new tax year begins, so ahead of the inevitable flurry of advice in late March, here’s a look at the income-related changes that are on the way so that you can plan ahead.

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