Financial

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    Switch and Save?

    With the cost of living on the rise and day to day expenses like energy prices soaring, it is hugely concerning to see that people are paying so much more than they should be.  On top of this, our research shows that while homeowners believe they are paying too much for their mortgage they still […]

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    Why you should protect & not predict your future.

    The right protection plan gives you the freedom to enjoy your lifestyle with the peace of mind that you will be in a stronger position to manage the challenges that life can throw in the way, without adding any financial strain. Protecting your family We do not want to think about illness, accident, death, serious […]

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    Global Infrastructure Funds

    As the fall-out from Brexit continues to reverberate around the world and many commercial property funds have suspended trading, some investors are beginning to look at global infrastructure. Infrastructure is a long term investment opportunity offering the potential for stable, inflation linked income, diversification and capital growth. Infrastructure as an asset class is typically characterised […]

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    SLI Global Absolute Return (GARs) Update

    GARs is a multi-asset portfolio which is built to be durably diversified. Some elements in the portfolio have performed negatively in recent weeks but, conversely, other strategies have done well. Despite recent volatility, GARs has showed levels of volatility within expected ranges. This is because durable diversification is specifically built into the portfolio, constructing it […]

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    Maximising your ISA allowance

    Many people wait until the end of the tax year to top up or make use of any unused ISA allowance. It is a good disciplined practice, if circumstances allow, to make regular savings. It takes the market timing decision out of the investment equation and you may benefit from pound cost averaging in times […]

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    The New State Pension (NSP):

    The New State Pension The New State Pension (NSP) came into effect from 6th April 2016. Anyone who reaches state pension age on or after 6th April 2016 will receive the NSP (men born after 6th April 1951 and women born after 6th April 1953). At least 10 qualifying years of National Insurance Contributions or […]

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    What we already knew:

    Lifetime allowance:  The pension lifetime allowance is to be cut from £1.25M to £1M with new protection options for those affected.  Pension Annual Allowance cut: The standard £40,000 Annual Allowance will be reduced by £1 for every £2 of ‘income’ clients have over £150,000 in a tax year, until their allowance drops to £10,000. Dividend […]

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    What we know now:

    Lifetime ISA (LISA): The Chancellor unveiled plans to introduce a new Lifetime ISA (LISA) from April 2017.  This is an intended complimentary savings scheme for young savers, not a replacement for traditional pension saving. The aim is to encourage long term saving with the inclusion of a ‘buy four get one free’ bonus, but with […]

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    Why small can be beautiul

    About this fund The Liontrust UK Micro Cap Fund will be launched by two new recruits at the Liontrust fund management team following the addition of two new fund managers. The fund will be run in accordance with the Economic Advantage investment process and in particular will mirror the Liontrust UK Smaller Companies Fund in […]

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    Personal Pension Allowance restriction:

    From the 2016/17 tax year the annual allowance for those earning above £150,000 is to be reduced on a tapering basis so that it reduces to £10,000 for those earning above £210,000. For every £2 of income above £150,000, an individual’s annual allowance will reduce by £1. Both Threshold and Adjusted income need to be […]

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