News

Welcome to our latest issue. Robert Kiyosaki, the American businessman and author of the best-selling book Rich Dad, Poor Dad, once remarked, ‘Making money is common sense. It’s not rocket science. But unfortunately, when it comes to money, common sense is uncommon.’ As we continue into 2019 with the uncertainties surrounding Brexit, we look to de-mystify the ever-changing landscape of the financial world.

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The start of 2019 is the optium when you may be thinking about resolutions and plans for the year ahead.

As you thnk about 2019 and your goals for the coming year, we'll help to start you off on the right financial footing. It is a good time to start planning your tax affairs before the end of the tax year on 5th April 2019.

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Welcome to our latest edition and our customary collection of articles designed to help you create and protect your wealth to be able to experience your life to the full.

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Take a look at why it’s important to consider the tax implications of making financial decisions.

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Everyone should have a Will, but it is even more important if you have children, you own property, you have savings, investments or insurance policies, or you own a business.

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When it comes to creating and maintaining the right investment strategy, we can provide the professional
advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals
whether you are looking to invest for income or growth, or both.

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The Government has introduced comprehensive reforms to the pension rules over the previous few years.
One important change, which may have been overlooked by some savers, is the reduction of the Lifetime
Allowance that applies to pension savings. This further reduction means that you may be affected.

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