outsource your investment management

Is it time for you to outsource your investment management?

How much of your time do you spend on the things you excel at – advising clients, setting goals and objectives, cashflow management, and so on? If…

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Brexit and your finances

What does the Brexit deal mean for your finances?

After more than four years since the 2016 referendum, the UK and the European Union have agreed a Brexit trade deal. But while a compromise has been…

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investment markets

Multi-year lows, record highs, and a pandemic – 2020 by the numbers

2020 was a year like no other. A global pandemic the likes of which has not been witnessed in our lifetimes changed the way the world works, and had…

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social care costs

Could the government tax over 40s to fund social care? Here’s how to prepare for later life costs

Former Health Secretary, now Chair of the Health and Social care parliamentary committee, Jeremy Hunt, has called on the government to introduce a…

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investment portfolio

Three top tips for getting your portfolio primed for 2021

It’s the time of year again when we’re thinking about New Year’s resolutions, whether it be getting more exercise, spending more time with our…

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Five things your network should be giving you monthly

This article first appeared in Professional Adviser. As well as core regulatory assistance, writes Simon Goldthorpe, advisers should expect a lot…

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decumulation strategy

Now is the time to engage with ‘at retirement’ clients

This article first appeared in Professional Adviser. Based on their own day-to-day interactions with clients, advisers often assume that it’s the…

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stamp duty

Stamp Duty Boom: Where Next For The Property Market In 2021?

The property market has been on a roll in recent months, but whether or not this can continue into 2021 remains to be seen, with the Stamp Duty cut…

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Retail Price Index

RPI On The Way Out: Here’s How It Will Affect Pensions

Chancellor Rishi Sunak announced in his Autumn Spending Review that the retail prices index (RPI) will be effectively abolished in 2030. While this…

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capital gains tax

How To Protect Yourself From The Proposed Capital Gains Tax Hike

If you are an investor, own a second home or regularly sell high-value assets, you could soon have to pay a lot more tax. Advisers to the Government…

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