Increasing client referrals in 2021
This article first appeared in Professional Adviser. How to improve? Receiving referrals from clients or, rather, introductions is an important way…
Reddit, GameStop and the new retail investment army – why chasing ‘trends’ is best avoided
January saw one of the most widely covered stories for years in financial markets after a group of online retail investors clubbed together to, in…
Early end to the tax year? Get your skates on to fulfil your allowances
The tax year ends on 5 April, but thanks to the Easter holiday, many won’t be around to process that last minute deposit this year. Therefore, now is…
Too late to beat the stamp duty deadline?
If you’re buying a home, time is ticking if you want to take advantage of the Government’s stamp duty holiday and save yourself up to £15,000. The…
Spring Budget 2021: what to expect in Rishi Sunak’s financial address
Rishi Sunak delivers his second Budget on 3 March against the backdrop of record government spending and escalating national debt. There is much…
Thinking of joining or moving network?
Why Beaufort Financial should be on your list…. ✓ Cashflow help to ease transition ✓ No lock-in period, or cash penalty. We simply ask for 3 months’…
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…
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…
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…
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…
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…