Blog

Q1 2013: News in brief….

The Chancellor of the Exchequer, the eurozone, unemployment & ‘gas fracking’!

Junior ISAs a boost when needed

Given current life expectancy, if everybody just handed down their family wealth to the next generation at death, hardly anyone would receive a financial boost until they were well into middle age.

ISA – use it or lose it!

Each year all UK residents aged 18 or over (16 for cash ISA) are given a new allowance but if unused, it is lost. With only a few weeks to go unti the deadline for ISA subscriptions to be used for 11/12 – please contact us today if you would like to discuss where best to invest using your ISA allowance.

Ed in the Metro – ethical funds

Ed was back in the press last week, this time talking with the METRO about the ethical fund industry. We took this story to the newspaper a few weeks ago and suggested they might be interested to hear about the top ten holdings of many ethical funds.

Double Dip Fever is Back….

The OECD believe that the long awaited ‘double dip’ will eventually show up next year, fuelled in no small part by the troubles in Europe and the rolling cuts by Mr Osborne and friends….

Tax-efficient savings and investments

Although there is a restriction on the permitted amount invested in tax-free products, a number of ways exist to make the most of this allowance.

Saving for the future

Shares and bonds are two of the main investment vehicles, so we’ve taken a quick look at the main reasons for considering either.

Cometh the hour, cometh the cuts…

Will you be taking to the streets in protest or adopt a more practical approach to surviving the ‘sober decade’? Here are just some of the key areas where your financial adviser can help and advise you.