NEWS

Investing

IS INVESTING WORTHWHILE?

IS INVESTING WORTHWHILE?

Investing is very much worthwhile but this statement is always subject to the usual industry caveats (see footnote) and we need to acknowledge the maxim of risk vs reward, this really is relevant.

MANAGING CASH

MANAGING CASH

It doesn’t take much searching to find short term deposit rates paying 5% or more. There have been lots of knock on effects of the lower returns from deposits and borrowers have benefitted from ‘cheap’ money.

TIME NOT TIMING

TIME NOT TIMING

You’ve got to be in it to win it. The phrase is never more true than when it comes to investing in the markets. But when they’re volatile or stagnant it can be tough to hold on.

CASHING IN – IS IT TIME?

CASHING IN – IS IT TIME?

Woosh! Who’s enjoyed watching interest rates on savings rocket? Of course, if you’re a mortgage-payer these are very challenging times.

LATEST NEWS

END OF YEAR SUMMARY – WHAT HAPPENED & WHERE DO WE STAND?

END OF YEAR SUMMARY – WHAT HAPPENED & WHERE DO WE STAND?

At this moment in time, I feel that the financial indicators for potential profits in the year ahead are positive and many fund managers share this view. We will see (of course) but we are also mindful of a host of new risks but also new opportunities.

THE FINANCIAL GIFT THAT WILL KEEP ON GIVING

THE FINANCIAL GIFT THAT WILL KEEP ON GIVING

Fancy slipping a little monetary something into a loved one’s stocking this holiday season? Stop right there! However well-intentioned the gesture, there are plenty of factors you should consider beforehand to make sure you’re giving in a tax-efficient way that will help you as well as them.

THE BUDGET – OCTOBER 2024

THE BUDGET – OCTOBER 2024

I am sure that you will have followed the news closely in the last couple of days and there will be a lot of comment about the changes announced in the Budget. As financial planners, It is important to be up to date about any changes in the Budget.