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April 2019 Unsubscribe | Subscribe | Forward to a Friend

Trust in your investments - Investing for income or growth, or both

Investment trusts are a well-established way of investing. Many investors prefer to invest in a fund rather than by picking individual stocks, shares or other assets. Funds allow you to diversify your portfolio easily, as well as giving you the chance to benefit from the expertise of fund managers.

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Smart plans - Living a less complicated life!
For anyone enjoying their retirement years and living a less complicated life, it can be easy to assume that you no longer require professional financial advice. Some people may believe that since they have reached their 60s and ‘retired’, the hard work is over.
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Life after work - Planning for the retirement you deserve
The end of the tax year on 5 April is fast approaching, so make sure you’ve made the most of your annual allowances before it’s too late. No matter what, why or how you want to save and invest, an Individual Savings Account (ISA) could help make your money work harder for you.
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Your ISA, your future - Time to reimagine how to invest more tax-efficiently?
Each tax year, from the age of 16 we are each given an annual Individual Savings Account (ISA) allowance.
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Retirement options - Greater responsibility on individuals to plan for financial security in old age
Deciding what to do with your pension pot is one of the most important decisions you will ever make for your future.
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Brexit - what next? - Unintended consequences
At the time of writing this article, the UK Government is still in negotiations with the European Union over the terms of its planned withdrawal on 29 March 2019.
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No pain, no gain - Planning to get where you want to be
Successful saving and investing is arguably a lot like exercise – no pain, no gain. As is the case when undertaking a new fitness regime, if you properly commit yourself and stick to it, the eventual outcomes can be very rewarding.
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Wealth protection - Planning your legacy
Unforeseen life events and circumstances can potentially impact your finances in a number of ways. Believe it or not, you have an estate. In fact, nearly everyone does.
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Millennials get real with the numbers - Making sacrifices for home ownership over retirement
Millennials are chasing the home ownership dream at the potential cost of a lower income in retirement, new research[1] shows.
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Safeguarding your wealth for future generations - Steps to mitigate against Inheritance Tax
Unforeseen life events and circumstances can potentially impact your finances in a number of ways.
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Contact us

To discuss the contents of this newsletter or for any other financial advice, call us to arrange a meeting on
01743 231954

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