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Spring bbbrrrrrudget...
It sometimes seems that there are three categories of seasons: meteorological, astronomical and political. While the first two are...
Jan 23, 2024


Not "Automatic For The People"
As the deadline for the 2022/23 self-assessment tax return approaches, an essential aspect often overlooked by pension savers is the...
Jan 15, 2024


"You Never Worked, Alone"
Former footballer and Sky Sports pundit Phil Thompson found himself in the spotlight last month, not for his football analysis, but for...
Jan 9, 2024


market #intelliGENce Jan '24
A detailed analysis of what's been moving markets over the last month In a nutshell Global stock markets round out the year in style...
Jan 8, 2024


From Riches To Rags
One night you’re considered a high-net-worth investor, the next morning you’re not. This isn’t the work of a market fall, rather an...
Jan 3, 2024


2024 Predictions: A Fool's Game
It's tough to make predictions, especially about the future(!). As we welcomed January 2023, who could have guessed the rise of Chat GPT...
Dec 19, 2023


I'll Be Back
So the Lifetime Allowance (LTA) will cease to exist from next tax year. However, the Labour party's opposition to this change, coupled...
Dec 18, 2023


The Rise Of The Magnificent Seven
As 2023 draws to a close, the financial world has been captivated by a group of tech giants, known as the "Magnificent Seven." Their...
Dec 14, 2023


LTA Finally Scrapped
As mentioned in last month's summary, the Autumn statement confirmed the abolition of the pension Lifetime Allowance (LTA) with effect...
Dec 11, 2023


market #intelliGENce Dec 23
A detailed analysis of what's been moving markets over the last month In a nutshell Inflation in the US, UK and Eurozone falls further...
Dec 7, 2023


Pot For Life
In line with the Government's need for catchy slogans as opposed to real policy, the 2023 Autumn Statement unveiled the 'Pension Pot for...
Nov 27, 2023


Spring Budget Entrée
Autumn Statements often tread one of two paths: they either brim with impactful announcements awaiting further details, or they unfold...
Nov 24, 2023


Irrational Hunt Stakes: Autumn Statement Forecast
With the Chancellor poised to unveil his Autumn Statement tomorrow, we're on the brink of discovering what potential tax changes might be...
Nov 21, 2023


The Final "salary" Countdown
For many individuals receiving statements from their final salary pension scheme, there has been a growing concern. The transfer value...
Nov 14, 2023


market #intellGENce Nov 23
A detailed analysis of what's been moving markets over the last month In a nutshell A 16 year high for the US 10-year treasury Holding...
Nov 8, 2023


With Great Power Comes Great Responsibility
Serving as an attorney or deputy is much like being a superhero in a complex web of intricacies - carrying significant responsibilities,...
Oct 26, 2023


While (cash) Stocks Last
If you're considering a high-interest savings account, you may want to act quickly. There's talk that UK interest rates have reached...
Oct 24, 2023


Be Prepared: Capital Gain Taxes Incoming
Capital Gains Tax (CGT) was once a concern largely sidestepped by most investors, especially those with portfolios safely inside pensions...
Oct 15, 2023


Money for Nothing and Your Lunch For Free
In an economic climate where interest rates have soared to their highest in over a decade, the once-neglected cash is suddenly back in...
Oct 12, 2023


The Enduring Popularity Of VCTs
It's that time of year when Venture Capital Trusts (VCTs) typically kick off their annual fundraising campaigns. If you're thinking about...
Oct 9, 2023
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