More people are selling second properties. This could give rise to substantial CGT liabilities. How are those CGT liabilities calculated? Advance planning can reduce those CGT liabilities.
Following the anniversary of the crash, the financial landscape changed; here’s what it all means for your investment strategy.
Last week the USA stock market established another record – the longest bull run ever.
The care fee problem is massive, it is estimated that in 2020/21 there will be a £5.5 billion funding gap in the costs of social care. This is set to rise to £12 billion by 2030. Meeting the potential huge future costs of care is therefore a massive headache for the Government and the elderly. […]
They’re up, down then up again…cryptocurrencies are back in the news for all the wrong reasons. Are they an opportunity or something to avoid?
I love what I do, and I’m very fortunate to work with some amazing people who I really enjoy meeting with. However I recognise that some of the people that really need the help from a financial planner, don’t have an opportunity to see one, whether they feel it’s because they don’t earn enough money, […]
How do you know what you’re on track for when it comes to your pension, and what approach should you take to get there if you’re starting later in life?
The Money Plan hit No1 bestseller in financial planning paperbacks on Amazon in its first day – amazing! Here’s the story behind the book.
Starting out in investing can be confusing, with a bewildering array of options open to you. Active or passive? Pension or ISA? Now or later? Get the lowdown from the UK’s Financial Professional of the Year 2017.
The 2018/19 tax year brought in a number of changes to allowances and tax that affect all of us. Get the lowdown on what’s changed and how you can take advantage.
Now is a great time to make an ISA and Pension investment, taking advantage of your ISA and Pension allowances early in the tax year means you get an extra 12 months tax free growth plus you’re sat happy when everyone else is rushing around at the last minute!
With only days left before the tax year ends, here’s a guide to making the most of your opportunities to make some savings before it happens.
As ISAs have become increasingly complex, it’s worth taking a little time to find out which is the right ISA for you – there are six main types on the market, so plenty of choice before the tax year ends on 5 April.
Have you heard of the brilliant new savings scheme being offered by your government, to help you save? You really should consider this if you qualify. It’s called the Help to Save Scheme. The Help to Save scheme is a new government saving scheme to support working people on low incomes to build their savings. Basically it […]
Last year saw the conclusion of a 10-year wager between Warren Buffett, chairman of Berkshire Hathaway Inc., and Ted Seides, a New York hedge fund consultant. Seides responded to a public challenge issued by Buffett in 2007 regarding the merits of hedge funds relative to low-cost passive vehicles. The two men agreed to bet $1 […]
