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May 2013 Market Commentary
“No news is good news” as the old saying goes. By that definition, April was a good month in that there were no disasters. Europe remained relatively stable, Cyprus didn’t implode, Barack Obama and Congress continued speaking to each other…
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Don’t Fall in Love – the Most Common Mistakes Investors Make
This is the first part of a two part article, where we’ve taken a look at some of the common mistakes investors make when they’re buying and selling stocks and shares and other investments. We’ve identified ten…
Read moreActive or Passive – Which Investment Is Best For You?
Active or Passive – Which Investment Is Best For You? The debate between having an investment manager look after your portfolio while paying a fee for the privilege, or going with the flow with a…
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April Market Commentary
When I started making notes for this Bulletin at the beginning of March it was quite clear what the main ‘story’ was going to be. On March 20th Chancellor of the Exchequer, George Osborne, would…
Read moreBaby boomers regret
Research by Standard Life has evidenced that people in Britain’s baby boomer generation, now approaching retirement, say that their biggest financial regret is not starting saving for retirement earlier. Nearly one in seven (15%) of…
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Won’t Save, Can’t Save
The tough economic situation for many families means few are managing to put away anything in savings. Many are simply needing to support themselves and other family members in hard times. It’s a case of won’t save,…
Read moreBritons are not investing adequately for their retirement
This probably wont come as any surprise but the findings in a global study and report, ’The Future of Retirement: A New Reality’ recently produced by HSBC, tell us that the average Briton will have a savings pot that…
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Budget 2013
Introduction To say that George Osborne faced a difficult task when he stood up to deliver his Budget speech on 20th March 2013 was one of the year’s major understatements. Both economically and politically, the backdrop to his Budget was…
Read moreVideo guide to financial and tax planning
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How ISAs work
How ISAs work An ISA (Individual Savings Allowance) is a simple vehicle for savings and investment. Their tax-effective structure means that they are often high on the list of recommendations when people request financial advice.
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UK set to gift £4.6 billion to the tax man
The annual, industry renowned Tax Action campaign is here again for 2013 brought to us by unbiased.co.uk and this year to be supported by TaxCalc. The 21st year of this campaign looks at how much money is wasted…
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