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Building and protecting your wealth

‘Savings & Investments’ Archive

How to Focus on Your Long-Term Goals

There is no doubt about it: investing is most certainly all about the long game. Age-old advice about investing is that you need to keep your eye on the horizon and stay the course. Don’t let the market’s inherent volatility deter you or make you second guess your decisions. Here’s how to focus on your […]

Investing During Retirement

Retirement is something you work towards your whole career. You’ve planned and saved for years, but it’s important you don’t think of your investment portfolio as final, even after you stop bringing in an active income. In fact, with the right investment strategy, you can make your retirement savings last the entirety of your retirement.

Diversify Your Investment Portfolio

Both NHS and private practice doctors and dentists likely have an investment portfolio – but do you know if you have the right mix of investments? Diversification helps you navigate the often turbulent waters of investing. Anything that can minimise your exposure to market volatility is a good thing, so find out more about why […]

Introduction to Trusts

Trusts are a great way to protect, preserve, and ultimately distribute your wealth. They should be a part of your inheritance tax plan. You can put your assets in trust either while you’re alive or include them in your will as part of your estate plan. Here we take a closer look at trusts.

Limited Companies – How to Invest your Company Profits

If you own a limited company and you have money in your business account not earning any interest, think about investing those funds. If your money isn’t earning interest, then taking inflation into account, in a few years’ time you could actually have less money because cash will lose its purchasing power. Find out how […]

Diversified Savings – Stocks and Shares ISAs

Individual Savings Accounts are a great way to help you save money and tax. For the 2021/22 tax year, you can contribute up to £20,000 across the different types of ISAs. While many people fall back on the standard Cash ISAs, don’t forget that you should treat your savings plan the same as your investment […]

ISAs Protect Against Tax Grab

An Independent Savings Account (ISA) is a great way to save both money and tax. There are a variety of types of ISAs, all designed to help you save towards a particular goal. They can also help protect against anticipated tax grabs – the humble ISA works harder than you think.

Is Your Savings Strategy Too Risky?

Due to the lockdown restrictions imposed over the last year or so, households have been able to save more than ever. Without being able to spend money on socialising, entertainment, commuting, or holidays, the average household has increased their monthly savings to £276 – but is saving a risky strategy?

News Update: The Pound Is On The Rise

Thanks to the better-than-expected performance of the economy last year, the pound has hit its highest level against the Euro in over a year. And according to a report from the Institute of Directors, overall confidence in the economy is the highest it’s been since Boris Johnson’s 2019 election win.

Our Wealth Platform – Making Investing Easy

Investment planning can be complicated, with so many areas to consider it can be hard to know where to begin. Our Wealth Platform can make managing investments a little easier.

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