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Welcome to our latest issue. As the world continues to work out how to live with the coronavirus (COVID-19) pandemic, many will agree that the new normal needs new thinking. The pandemic has unleashed changes that seemed unthinkable only six months ago. Along with the health, safety and well-being of family, friends and loved ones, the new normal has also highlighted the need for financial guidance and support during this turbulent period. Saving into a Read more…

Welcome to our latest issue. A return to how life was at the start of 2020 is some way off. Even now that lockdown restrictions are starting to be eased, coronavirus (COVID-19) will continue to affect our lives in many ways. Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of the taxman and that it Read more…

Welcome to our latest edition. At the time of writing this issue, Sajid Javid had resigned as Chancellor of the Exchequer with less than a month to go until Budget Day. His replacement, Rishi Sunak, will deliver the Budget on 11 March 2020. In our next issue, we’ll look at the key announcements and how they could affect your finances. Some of the questions our clients almost always ask us are: ‘Will I be able Read more…

Welcome to our first edition for 2020. Inside this issue, we feature articles covering a number of different topics to help you successfully grow and protect your wealth. Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least one New Year’s resolution, but how many of us will actually go on to achieve it? We all have different financial goals and aspirations in life, yet Read more…

Whether you want to teach your children or grandchildren smart money-management strategies, help them pay for university or set them up for financial success as adults, it’s important to jump-start saving and investing for them early on. Whether it is saving for school or university education, or to provide a deposit on a first home, giving your children or grandchildren a good start in life is among most people’s top priorities. As a parent, guardian Read more…

Welcome to our latest edition. Inside this issue, we look at a number of the topical financial planning stories making the news agenda. Creating and maintaining the right investment strategy plays a vital role in securing your financial future. But we live in the era of the 24-hour news cycle, and ‘bad news sells’. The investment world can be unpredictable and investors currently have plenty of bad news to process, with a plethora of events Read more…