Investment Update – A Volatile Period for Markets

Investment Update – A Volatile Period for Markets

High inflation, disappointing earnings results from some tech companies and Russia’s invasion in Ukraine caused turbulence for the financial markets. The reality of armed conflict between Russia and Ukraine pushed down leading stock market indices during February....
Junior ISA

Junior ISA

In the Autumn Budget in 2021, it was revealed that the Junior ISA spending limits would remain at £9,000 for the 2022/2023 tax year. The JISA limit was last changed in early 2020, when it was doubled from £4,500 to its current level. JISA and CTFs both benefitJISAs...
Are you making the most of your ISA allowance?

Are you making the most of your ISA allowance?

In the Financial Lives 2020 survey from the FCA, it has been found that older adults were more likely to hold a savings account of any type, than younger adults. For example, 83% of those aged 55+ did, compared with 63% of 18–24-year-olds. So, how could an ISA help...
Can your pension sustain your retirement?

Can your pension sustain your retirement?

Working out how long your pension pot will need to last – as life expectancy rises – is worth thinking about sooner than later. The lockdown caused many people to reassess their lifestyles, which for some meant choosing early retirement. But what retirees have found...
The not-quite post-pandemic Budget

The not-quite post-pandemic Budget

The central theme of Chancellor Rishi Sunak’s Autumn Budget was greater investment in UK PLC as part of the government’s long term economic plans and priorities. This included £11.5 billion investment in 180,000 new affordable homes, and a Levelling Up Fund that will...

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