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Posts Tagged ‘investment planning’


March Budget – Key Points for Doctors and Dentists


Leading up to the budget announcement on 11 March, speculation about what exactly would be included was rife. Now the wait is over, and the chancellor has described the budget as the “largest sustained fiscal boost for nearly 30 years”. Here are the key points for doctors and dentists.




Maximising your ISA and Pension Allowances – Time is Ticking


The end of the tax year is swiftly approaching on 5 April. With less than a month left in the 2019/20 tax year, and annual relief allowances to consider, now is the time to ensure you’re taking advantage of all possible avenues to help save on tax.




Coronavirus – Market Effects Investors Need to Know


The outbreak of the coronavirus has predictably had an impact on the economy already, as many health crises often do. Normally, this kind of event causes short-term shockwaves through the markets, but could there be any long-lasting consequences?




How the Government’s Upcoming Budget Will Affect Your Tax and Financial Planning


With a relatively newly formed government in power, what can be expected from them, other than ‘getting Brexit done’? What changes could be in store for you and your financial plan after the March budget announcement?




5 Investment Dangers for 2020


Don’t be fooled by the strong performances across all asset classes last year, 2020 is a brand new year with a lot on the horizon that could greatly impact economic prosperity.




Leaver or Remainer. Will You Be Ready to Make Financial Decisions Again Post Brexit?


If you’ve been reluctant to commit to a financial strategy because of the uncertainty of Brexit, you’re not alone. About 10 million British people, roughly one in five adults, have avoided making any big financial decisions because of Brexit according to YouGov research conducted in October 2019. With the 31st of January right around the […]




In Uncertain Times Opt for a Multi-Asset Portfolio


The best way to manage risk while investing is to spread your money across a range of assets – cash, bonds, shares, and property. Diversification reduces the risk of your portfolio by having a mix of investments so that if one area underperforms you still have other areas working for you.




5 Retirement Rules You Should Be Living By in 2020 and Beyond


There are several ways you can ensure you have a financially stable retirement. Most plan to prepare with a mix of pension, investments, savings, and state support. Of course, the sooner you start, the better off you’ll be, so here are some retirement rules you should be following this year, and every year until retirement.




What Should Be Top Priority for Your Finances in 2020 (From the Experts at DMFS)


Every financial decision you make now has an impact on your financial health in the future. Don’t leave financial planning to the last minute – be prepared to hit the ground running in 2020 with these top tips from our experts to help you achieve your goals next year.




5 Reasons to Review Your Finances First Thing in the New Year


How do you know where you want your finances to end up, and what you want to achieve if you don’t know where they currently stand? Neglecting to regularly review your finances can leave you floundering at the end of the year.




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