The cost of cash in an ISA

Feb 21, 2022

“Cash is like oxygen – you want to be sure it’s around, but you don’t need to have excessive amounts of it around” – Warren Buffet.

Don’t pay more tax than you need to

Feb 21, 2022

The past eighteen months have demonstrated that the unexpected has become the norm and that this new ‘normal’ is changing many of our expectations.

Don’t just invest in cash

Feb 15, 2022

It is often tempting to see cash as a safe haven against all market volatility. However, recent years have seen higher rates of inflation and lower rates of interest on your cash.

2021 RTT Maximising Tax Allowances - Carry forward

Feb 14, 2022

Most of us understand the benefits of investing tax efficiently. Using the tax allowances, such as ISAs, provided by the government each year means we can avoid paying unnecessary tax.

Post-pandemic retirement planning

Jan 10, 2022

At the time of writing, it feels as though there is a little bit of light at the end of the pandemic tunnel. The successful role out of vaccinations across the UK is helping to weather the latest storm of infections and ease the pressure on the NHS. 

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