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Out with the old and a boost for the new for children's savings

2020 sees an old plan mature and its replacement given a boost.

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The inheritance tax dog that didn't bark...

One of the few surprises in March’s Budget was that the Chancellor never mentioned inheritance tax (IHT) or expected simplification measures.

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A change to the annual allowance taper: what does this mean for your pension?

One of the more controversial pension tax rules was slightly reformed in the Budget.

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The last cut is the deepest - Interest Rates Drop

The Bank of England’s two unscheduled base rate changes in March took interest rates to a new all-time low.

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Quarter of the unexpected – the markets' story

The first quarter of 2020 was a traumatic one for investors.

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Covid-19 Financial Measures for the Self-Employed Summary

On Thursday 26 March, Chancellor Rishi Sunak made his long-awaited statement about the Covid-19 government support scheme for the self-employed, called the Self-employment Income Support Scheme (SEISS). Reports suggest that the…

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COVID-19 and Your Finances

We are living through unprecedented times and events are moving at such a pace, we thought an update on the current measures taken by the Government would prove helpful.

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Equity Release: Unlocking the value tied up in your home

Taking out a lifetime mortgage is a way of releasing a cash sum that could make a difference to your retirement. Our financial advisers can help determine whether it’s right for you and select a suitable equity release plan.

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Budget Summary 2020

Read our summary of the key announcements in the Budget 2020 statement, made on Wednesday 11 March. The newly appointed Chancellor, Rishi Sunak, announced a spirited Budget with a repeated emphasis on ‘getting things…

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We're Hiring: Join Our Team as a Private Client Administrator

Are you an administrator within a financial services company looking for a new challenge? Do you want to be part of a small team where you will be valued? Are you looking to continue developing professionally and would like…

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