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September 2018 – Client Newsmail

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Our newsletters are, by and large, part of our advice and planning service to you. Over the course of this year, as we carry out annual reviews with our clients, we are reviewing our data protection and communications with ...

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Who can you trust in the financial world?

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Who can you trust in the financial world? How does someone go about finding a good financial adviser? Back in the olden days you would call a number on an advert or ask a friend. In these digital days, people tend to search ...

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Tax changes which may affect you (Spring Statement 2018)

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There have been some important tax changes this year. They won’t necessarily amount to a lot of money but they may well require action: From the 6th April 2018 the rates and bands of tax that apply to Scottish ...

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Brexit adds to the investment price

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I don’t mean to predict that Brexit will harm your investment (or indeed to predict that it will benefit your investment. I just don’t know). What I mean is that there is a price we pay when we invest. It’s the fear and ...

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Brexit predictions, what’s our view?

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You won’t be surprised when we say that we are agnostic about what will happen to your investments after Brexit. That is to say, we don’t know. Nevertheless, here are some possible outcomes: The UK economy falters This ...

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The costs of caring for family

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My wife and I have experienced the costs of caring as we have also had the joy of sharing our home with her father. It’s a good arrangement and has worked well for many years. Both my wife’s mother and father moved into a ...

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Investment conundrums – 10 guidelines for investing after startling elections results and during Brexit

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Ten years ago we were casually coasting into the credit crunch. Within months investment philosophies and savings strategies were sorely tested and most were found wanting. The golden rules of diversification and of not ...

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Lifetime ISAs – A 25% bonus for 18-40 year-olds to help with house buying

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Lifetime ISAs – A 25% bonus for 18-40 year-olds to help with house buying If you’re aged between 18 and 40 you can now build even more tax free savings. You can pay up to £4,000 into the new Lifetime ISAs in the current ...

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All forecasts are wrong

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Archbishop Peter Smith of Southwark has accused Chancellor George Osborne of producing “ludicrous” economic forecasts about Europe. Earlier the former Secretary of State, Iain Duncan-Smith, dismissed a recent barrage of ...

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Keeping your head

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Keeping your head When Rudyard Kipling starts his famous poem, “If you can keep your head when all about you are losing theirs …” he is alluding to that serenity of mind that allows you to stand back from the fray with ...

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