Author: Mark Penston

Student Loans

Student Loans – Investment or Millstone? Now that the RPI figure for March has been set at 3.1% it means that student loans from September 17 will be 6.1%, an increase…

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LISA

The new Lifetime ISA (LISA) From April 6th you will be able to start saving in to the new LISA (if you can find a provider that offers one!). Contributions…

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LISA WHO?

  By Rob Starling Prior to the 2016 Budget, all the talk centred around Pensions and whether they would continue to exist in their current form. We were also introduced…

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Investing now?

Is now a good time to invest? A regular question being asked by clients considering end of year pension and ISA contributions.  We don’t have a crystal ball!  But we…

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DIY ISA For those wanting to do a quick ‘Stocks & Shares’ ISA themselves, The Sunday Times reports that Cavendish Online are one of the cheapest at a charge of…

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Vacancy

ADMINISTRATOR NEEDED One of our brilliant and long standing administrators is moving home so will be leaving us!  🙁 We are looking to replace her with another organised and capable…

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Budget 2017

Budget 2017 Click here for one of the many Budget summaries we have been sent. There’s more to it than the news grabbing NI increase for the self-employed….

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Help to Buy ISA’s

Help to Buy ISA’s Tax-Free Savings for prospective first time buyers Save up to £1,000 when account opened and then up to £200 per month 25% bonus from the Government…

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Dying to sort things out…

By Mark Penston Sadly, one of the motivators for people to sort their financial affairs out is because they, or perhaps one of their parents, have discovered that they are…

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Passwords

Passwords Does your loved or trusted one know your log-in details and passwords? In this internet driven era sharing this detail with a trusted person can save financial and other inconveniences…

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