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THE ECONOMIC AND FINANCIAL OUTLOOK FOR 2020

February 4, 2020

By Jim Power – Economic Analyst THE EXTERNAL BACKGROUND Coming into 2019, there was an expectation that the year ahead was going to be more challenging for a variety of reasons, and that is exactly how it turned out. Global growth slowed as the year progressed. Thankfully, the economic recession was not experienced, but rather […]

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Financial Planner, Financial Advisor, What’s the difference?

January 22, 2020

“The best fund in the world won’t change your life, financial planning will” – Paul Armson.   Regardless of your financial state, everyone can benefit from taking stock of where they are financially and what they need to do to achieve better financial wellbeing. So where do you begin? Talk to a financial advisor or […]

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Is your Company’s financial year end on the 31st December?

December 5, 2019
Employee pension funding

Are you aware that you can maximise your pension whilst minimising your corporation tax bill?   If you are a business owner/shareholder and make a contribution to your pension prior to your company’s year-end, this will reduce your assessable profits which in turn reduces your Corporation Tax bill.   Every business owner grapples with ways […]

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Tips for managing your money at Christmas

December 4, 2019

Money management at Christmas, is it even possible? Yes, it is! It just requires some planning and a little bit of discipline. For those of you who did not get all your Christmas shopping done on Black Friday or Cyber Monday here are a few tips to help manage your spending over the next three […]

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MORTGAGE PROTECTION: What is the best cover for you & your circumstances?

November 26, 2019
Family time. Family protection

Buying a home is a huge financial commitment for most people. So, it stands to reason that we want the right cover in place to protect our family and our home if the unexpected should happen. A mortgage protection policy will pay off the outstanding balance on your mortgage if you die or become seriously […]

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Protect yourself and your business against the loss of your keyperson

September 11, 2019
Employee pension funding

Arranging adequate business protection ensures the necessary funds end up in the right hands at the right time, helping to preserve the continuity of your business.   Businesses ensure they attract the right people for their company by offering a competitive salary, excellent benefits, a pension plan, etc. To ensure a key employee does not […]

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What to do when the Markets become volatile?

August 6, 2019

The U.S. stock markets had the worst day of the year yesterday, Monday 5th August, reacting to news of escalating trade issues with China and fears of an economic slowdown. After the Dow closed down 767 points, investors were understandably nervous. However, this morning saw markets rebound as China took steps to ease the currency […]

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Financial Tips for Business Owners

June 21, 2019

Some of the key questions for any company director or business owner to consider include; to what degree do you expect the business to form part of your assets? How do you view your business in the context of your overall financial goals?   Many small business owners are often too focused on growing and […]

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Ethical Investments

May 16, 2019

Investment priorities are changing. With growing concern over climate change, worker’s rights and greater sustainability, the need for alternative environmental and socially conscious investment opportunities are greater than ever. Once seen as a niche investment strategy ethical investing has become much more acceptable to investors in recent years. While central to any investment is a […]

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Inheritance Tax Planning

May 16, 2019

Anyone who owns property or other assets should make a Will. A Will ensures that your assets are distributed according to your wishes but also, and maybe more importantly, your family is spared a complicated and drawn-out administration of your estate as set out by the Succession Act 1965. Dying intestate (without making a Will) means that your personal representative, often a […]

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All content provided in the above blog posts is intended for information purposes only and should not be interpreted as financial advice. You should always obtain your own independent financial and legal advice based on your own particular circumstances, before entering any financial contract.

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