One of the key considerations we have when, following the creation of a detailed Financial Plan for a client, we recommend investing, is to consider how long the money will be invested before it's needed. Here we consider why age is often not a significant factor.

In the Budget on 30th October 2024, there were some announcements about changes to Capital Gains Tax which were effective immediately. In this article we'll look at what changed, and how you can report your gains in the most effective manner.

How to report and pay any tax that may be due on savings interest.

Whilst cash is not usually a suitable home for money that is expected to be sitting around for the longer term, we usually recommend...

Regular readers will know that one of our favourite investment managers, Tatton Investment Management, publish regular video updates to...

Had I told you last September that in a year’s time: Inflation would be over 12% Interest rates will be 7 times higher Our energy bills...

Latest Tatton Video Update now live

In the last Budget in March, it was announced that the government would offer a green retail savings product through National Savings and...

Many workplace pensions, and indeed personal pensions, set up over the years have included an option commonly referred to as...

It has been well over a decade since the Bank of England cut the base rate to historic low levels; reaching 0.5% in March 2009 following...

I wrote in my recent article that "Successful long-term investors are continuously acting on a Plan, rather than continually reacting to...

One of our favourite investment managers, Tatton, have published their weekly newsletter. This week they look at: Government ordered...

In this note I will not seek to commentate on how and why markets have reacted in the way they have to recent events, much less offer...

One of our favourite Investment Managers, Tatton, have published the following article which explains why in terms of market turbulence,...

We have recently experienced extremely volatile conditions in investment markets. Of course the media love nothing more than a crisis,...

Consider the following two guys. Dean and Dan. Both age 25 they have studied together at uni and are now entering the world of work. Dean...

When we speak to people who have money to invest, often their first thought is to buy a property to let. Purchasing property as an...

The start of the new tax year saw further tax changes for landlords, with the amount of mortgage interest that can be offset against...