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What does it take to retire early?

The idea of retiring in your 50s or even your 40s sounds like a pipe-dream to most, what with the increased cost of living, inflation and other economic factors slowly eating away at your predicted earnings. This hasn’t stopped the rise of the FIRE (Financial Independence Retire Early) movement, though, a new method of frugal […]

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How is your financial wellbeing?

Increasingly, people are talking about financial wellbeing. But what does it actually mean? Financial wellbeing is about having a sense of confidence and security around money. It’s about having enough money to meet everyday needs and being in control of your finances; having the financial freedom to make choices that enable you to enjoy life. […]

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3 tips to avoiding inheritance tax

Benjamin Franklin famously said, ‘In this world nothing can be said to be certain except death and taxes’. And if your estate is valued at over £325,000, everything above this figure will be taxed at 40% when you die. Even in death there’s no relief from taxes! However, there are certain steps you can take […]

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6 bad habits to avoid during retirement

Planning for retirement can be complicated, as anyone approaching the end of their working life will tell you. However, navigating the myriad of choices, both financially and socially, doesn’t have to be such an enigma. Here are a few tips to help you avoid common bad habits that retirees often fall into: 1. Spending your […]

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May Market Commentary

Introduction First the good news. None of the leading world stock markets on which we report in this Bulletin fell in April. With just one exception – China – all the markets made gains, with the German DAX index leading the way. Generally the world breathed a sigh of relief, as relations between the US […]

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April Market Commentary

Introduction We have commented before on the difficulty of ‘hitting a moving target.’ Sometimes in writing this commentary you run the risk of what you write being overtaken by events, and that has never been more true than this month. In the short time between us publishing notes and you reading them it is possible […]

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How safe are your savings?

With your capital tucked away in savings accounts, investments and mortgages, you’d assume that there is some kind of protection in place. But exactly how safe are your savings in the event of, for example, an authorised financial services firm going bust? That’s exactly what happened during the 2008 banking crisis, and UK taxpayers had […]

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Is it time to cut out the jargon from pensions?

People simply aren’t saving enough into their pension funds. Despite the relative success of the auto-enrolment rollout and the increase of minimum contributions from 5% to 8%, there’s still a culture of misunderstanding surrounding pensions. With a reported 51% of the public believing that the minimum contributions are in line with the recommended rate of […]

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March Market Commentary

Introduction February was another month when all the important news seemed to happen in the last week of the month. President Trump delivered the annual State of the Union address on February 6th and announced a second meeting with North Korea’s Kim Jong-un. The two duly met up in North Korea three weeks later, only […]

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Mary Poppins Returns: Can a tuppence really save the day?

Since the release of the film Mary Poppins Returns in December, it’s taken over $250m, making it a financial success. The story of the film itself however seems to recommend a few ways of making your own personal finances successful too. With the original set in 1910, the sequel takes us to 1935 where Michael, […]

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