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March Market Commentary
Most of the major stock markets enjoyed a good month in February, more than making up for the falls experienced in January. The UK, German and US Dow Jones index were all well ahead in the month,…
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Hints and Tips for the Tax Year End
As always, the end of the tax year is an important date in anyone’s financial planning calendar. We have therefore put together some hints and tips for the tax year end which will hopefully guide your financial…
Read moreWe are a nation of worriers but are we worrying about the right things?
Britons spend more time planning their next holiday, haircut and shopping excursions than they do making preparations for their financial future, according to a new study by Scottish Widows, examining the long-term worries of the nation. The…
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What is your passion?
What Are You Passionate About? Hopefully all of you have taken the time to eliminate the aspects of your life that suck out time and don’t add value to your life! I’m really passionate about this topic because it…
Read moreResearch reveals the luxuries the UK wouldn’t give up to boost personal finances
The recent Aviva commissioned study into the state of our monthly finances, published in November 2013, evidenced that many of us may have month-on-month overspend and debt problems. The findings also reveal that 20% of us don’t,…
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Savers: Don’t forget to take advantage of your ISA limits before the April deadline!
Why pay more tax than you need to? It’s that time of year again when we encourage you to make sure you are taking advantage of your ISA limits before it’s too late. It’s important to…
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10 ISA Questions Answered
One of our suggested Financial New Year’s Resolutions for everyone this year is to make sure that you are paying into an ISA and, if possible, using up your yearly ISA allocation. These tax efficient savings…
Read moreWhy Directors and Business Owners Fail to Plan their Retirement
Company directors and owners of SMEs make plans and do forecasts all the time. Cash flow forecasts, SWOT analyses, plans for renewals and refurbishment; there’s hardly a day when they’re not eyeball to eyeball with a…
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February Market Commentary
Introduction Well, not a good start to the year for the world markets. In order to bring you this bulletin we record the month-end figures of eleven of the world’s leading stock markets. They were…
Read moreA guide to Director’s Pensions
This guide looks at the pension saving options available to business owners who are directors of their companies. Planning for retirement Running your own business takes time. Business owners can find themselves under daily pressures that mean important areas…
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An ISA millionaire shows the real power of tax free saving
ISA Lord Lee, hailed as Britain’s first ISA millionaire, tells a compelling tale about how a sensible approach to investment, which includes the prevalent use of the tax free accounts, can pay huge dividends if…
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