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February Market Commentary

Introduction The story of the US/China trade dispute was a thread running through much of last year. Some progress was made in resolving the dispute at December’s G20 summit and that appeared to continue in January with China saying it is ‘ready to work’ with the US. Donald Trump confirmed this, describing a telephone conversation […]

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Love yourself, love your finances

We’ll be the first to admit that your personal finances aren’t the easiest thing to fall in love with. It can be easy to bury your head in the sand when it comes to both your regular expenditure and investments. There are several reasons for this. First of all, money can be a source of […]

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Saving for retirement: what’s the magic number

It’s easy to push saving for your retirement to the back of your mind. Future events have a habit of feeling very distant, until they arrive. It can be a difficult thing to keep track of too; with nobody helping you along the way or checking up on your savings, putting a retirement plan in […]

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January Market Commentary

A quiet wind down to Christmas? Everyone leaving their offices early and not much happening in the second half of the month? Nothing could be further from the truth: December was one of the most eventful months of the year and while there was some good news, it was eclipsed by falling stock markets as […]

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Inheritance Tax – Could there be a better alternative?

Inheritance tax is enormously unpopular to say the least. A YouGov poll found that 59% of the public deemed it unfair, making it the least popular of Britain’s 11 major taxes. What’s more, the tax has a limited revenue raising ability, with the ‘well advised’ often using gifts, trusts, business property relief and agricultural relief […]

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New year, new you for your finances

With the new year comes new possibilities, and most of us like to put a resolution in place. While you might not stick to your January gym membership or finally get that novel written, committing yourself to a financial resolution is an excellent way to start 2019. Improving a financial situation has proven to be […]

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4 ways to save at Christmas without being a Scrooge

With your Christmas preparations, starting soon is the key to saving money. If you leave your shopping to the last minute, not only do you have to face the 23rd December high street chaos, you’ll miss out on the excellent deals that many retailers offer early in the festive shopping season. It’s incredibly easy to […]

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December Market Commentary

Introduction It is always difficult writing a report like this, as you are always trying to ‘hit a moving target.’ While you can record the stock market levels at the close of business on, say, 30th November, there is always the risk that the commentary is overtaken by events. That has never been more true […]

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What to consider before buying health insurance

Taking out health insurance is a big financial commitment. However, private healthcare is an attractive option to some because it allows you increased choice, private hospitals, reduced waiting times and more personalised care compared to free NHS treatment. Private treatments can be costly if you don’t have insurance. As with all types of insurance, the […]

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