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Posts Tagged ‘investment planning’


How Advice Can Help Protect Your Home and Finances


Independent financial advisers are your secret weapon in your financial quest. Advice from your adviser can prove invaluable, and as professionals, they can ask the right questions and think of all the important things that you might not.




News Update: Good News for Buy to Let


For once we can bring some good news for buy-to-let landlords. Over the past few weeks, the outlook for the market has considerably improved. Now might be the time for buy-to-let landlords to review their portfolios to see what new deals can be found.




Financial Stress Due to COVID-19 is Taking its Toll


We’re living through turbulent times. It’s important to take care of your physical and mental health first, but don’t forget to take care of your financial health, too.




Cyber Crime and Scams are Fast on the Rise – Take Care!


In a time where most people are doing their part to keep themselves and others safe and healthy, criminals continue to try to take advantage of the situation. Since lockdown began, criminals have adapted and cyber crime is on the rise. What should you be watching for and how can you protect yourself?




5 Vital Things for Investors to Hold On To in Tough Times


Investing is always a game of risk versus reward. But in challenging times, the balance is often shifted — risk always seems to be more predominant. However, savvy investors know that to reap the rewards, they often need to sit tight. Here are five things to remember during tough times.




Important Life Admin For Lockdown – from Wills to Tax and Money Saving Solutions


There’s no doubt about it – lockdown has been tough. Filling your downtime might be a little harder, so let’s do something productive! Here are a few things you can do to ensure your finances are in order.




Challenging Times Make for Prosperous Futures


In times of struggle, we can crumble and fall, or we can get back up, stronger than ever. We’re currently in the middle of a global health crisis with far-reaching consequences. This pandemic will define us, there’s no doubt about that. But what do you want to learn from it and how can you turn […]




Key Points for the 20/21 Tax Year


Each new tax year brings new sets of rules and allowances to keep in mind when planning your finances. The 2020/21 tax year is no different. Here’s an update of key points to keep in mind this year.




How Can We Help? Consultations at a Time to Suit You


Even without a global health crisis, dental and medical professionals normally have hectic schedules. Managing finances is important, but realistically, when do you have the time to educate yourself on topics like mortgages, tax planning, savings and investments, and wealth protection?




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.




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