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Take it to the Max

September 2020

Welcome to our latest issue. As the world continues to work out how to live with the coronovirus (COVID-19) pandemic, may will agree that the new normal needs new thinking.

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Welcome to our latest issue. A return to how life was at the start of 2020 is some way off. Even now that lockdown restrictions are starting to be eased, coronavirus (COVID-19) will continue to affect our lives in many ways.

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During this difficult time, we hope you’re staying safe. The ongoing news of the impact of the coronavirus pandemic and how it is affecting everyone is a huge concern for us all. Understandably, people are worried about the general economic outlook and their own personal finances.

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Alfreton Park Community Special School supports pupils from the ages of 2 to 19 who have a range of learning difficulties from severe to profound. Funded entirely by local authorities, the school has now been given the green light to proceed with plans for a brand-new school – one which is fit for purpose and puts the needs of their students at the very heart of its design.

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Welcome to out latest addition. Some of the questions we get asked are "Will I be able to retire when I want to?" & "Will I run out of money?" It has been well documented that many Brotons are not saving enough money for their retirement; in this issue we will look at what you need to consider when saving for retirement.

 

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Welcome to our first edition for 2020. Inside this issue, we feature articles covering a number of different topics to help you successfully grow and protect your wealth.

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Welcome to our latest edition. Inside this issue, we look a a number of the topical finacial planning stories making the news agenda.

 

 

 

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Welcome to our latest issue. At the time of writing, the UK Government said it is 'ready and willing' to do a deal to leave the EU if new terms are negotiated with Brussels. But the new Prime Minister, Boris Johnson, has vowed the UK will leave the EU 'come what may' by 31st October - the date the UK must depart if no deal hasd been reached.

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Volatility fluctuates based on where we are in the economic cycle, but it is a normal feature of markets that investors should expect. From the unfathomable Brexit playbook and the continued prominence of populist ideology, to unconventional US foreign policy and the retirement of Draghi, the highly respected European Central Bank president, uncertainty prevails. On page 6, we consider why it is essential not to panic and to keep a perspective when markets are turbulent.

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Inheritance Tax is no longer something that only affects the very wealthy, but the good news is that there are ways to limit the amount of Inheritance Tax your family may potentially face. You worked hard to earn your wealth, so let us work hard preserving it. On page 06, we look at how you can help your family maintain its financial strength from one generation to the next.

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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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