The value of investments and any income from them can fall and you may get back less than you invested.

Further Thinking

We also take the time to explore certain issues in greater depth - knowledge that enables us to do even more to protect our clients' interests. Read our insight articles on the latest personal finance and investment issues, as well as analysis of the latest macro-economic events by our research team.

Financial Planning

Five areas for action this tax year

24 . 04 . 2019

On April 6, the 2019/20 tax year began, and with it came several significant changes to the UK’s tax system. To mark the occasion, here are five things to consider that can make your finances and......

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Financial Planning

A million pounds is not what it used to be

24 . 04 . 2019

Anybody that thinks a million pounds will be enough to retire to a life of champagne and caviar is in for a shock. A million invested in the bank today would earn less than £20,000 a year before tax

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Financial Planning

Financial Protection For Your Family

27 . 03 . 2019

Everybody appreciates the importance of accumulating wealth for a comfortable financial future. But people pay less attention when it comes to protecting that wealth – and the income that helps to......

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Financial Planning

ISAs with a purpose

27 . 03 . 2019

Nearly 20 years after ISAs were introduced, they have become the bedrock of many people’s savings. In the years since, the government has built on that success by expanding the ISA family. In 2011......

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Financial Planning

Ten years of low interest rates

15 . 03 . 2019

It has been ten years since the Bank of England cut interest rates to a record low. On March 5, 2009, amid the financial crisis, the Bank’s rate-setting Monetary Policy Committee dropped interest......

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Financial Planning

Should I invest in an equity ISA or a cash ISA?

02 . 05 . 2019

Making use of your annual £20,000 ISA allowance is one of the bedrocks of sound financial planning. ISAs can be a highly effective savings tool. They allow your money to grow tax efficiently – you ......

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