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Financial Wellbeing

How is your financial wellbeing? Increasingly, people are talking about financial wellbeing. But what does it actually mean? Financial wellbeing is about having a sense of confidence and security around…

Gifting rules and inheritance tax, what you might not know

Following an in depth study conducted by the National Centre for Social Research (NCSR) and the Institute for Fiscal Studies (IFS), it has been discovered that only one in four…

June Market Commentary

May was a relatively quiet month, virtually nothing of any importance happened at all. Well, apart from the European elections, Theresa May’s decision to stand down and the re-escalation of…

May Market Commentary

Introduction First the good news. None of the leading world stock markets on which we report in this Bulletin fell in April. With just one exception – China – all…

3 tips to avoiding inheritance tax

Benjamin Franklin famously said, ‘In this world nothing can be said to be certain except death and taxes’. And if your estate is valued at over £325,000, everything above this…

The popularity of equity release is growing, but is this a good move?

Equity release is no longer the niche lending area it once was. More and more homeowners over 55 are choosing to release cash tied up in their homes and there…