June is typically conference season in our world and we recently attended a conference specifically focussed on Financial Wellbeing. Increasingly, in the busy world in which we live this subject…
Feeling Supersonic?
3rd July 2019
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Neil Woodford and the ‘star’ fund manager
3rd July 2019
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It is very unusual for a story about an investment fund closing its doors to redemptions making the headlines on the BBC News at Six. Having watched the news or…
Using Business Property Relief
13th May 2019
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The Relief Business Property Relief (BPR) is Inheritance Tax legislation that’s been established since 1976. It allows qualifying assets to be passed on free from inheritance tax once they’ve been…
Should I take action if my investments fall?
10th May 2019
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Investing in stocks and shares (or funds that contain them) will always come with a risk that the value can fall. There are numerous factors that affect the markets and…
The fundamentals of investing
10th May 2019
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When investing, you naturally want to maximise the returns delivered as much as possible. But the markets can be volatile and at times, you’re likely to see the value of…