Monthly Archives: March 2021

ISA deadline 5 April 2021: use it or lose it

Posted on March 1, 2021 by - Uncategorized

Make the most of the tax breaks before it’s too late

If you hold a Cash Individual Savings Account (ISA) you may be dissatisfied with the low rates of interest you receive, which could make it difficult to grow your money even at a rate that keeps pace with inflation.

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Inflation beaters

Posted on March 1, 2021 by - Uncategorized

How to ensure your money is protected from rising inflation

With current interest rates on cash savings very low, it is difficult to achieve growth above the rate of inflation. And if the cost of living is rising faster than your savings are growing, you’re effectively losing money.

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Tax planning reimagined

Posted on March 1, 2021 by - Uncategorized

Identifying the best options to preserve your wealth

No one likes to pay tax on their hard-earned money. But due to the complexities of the tax system, without expert professional financial advice, some individuals could be paying more tax than necessary. Before the end of every tax year on 5 April, you have the opportunity to save money on taxes and plan for the year ahead.

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Responsible investing

Posted on March 1, 2021 by - Uncategorized

Invest today. Change tomorrow

Responsible, sustainable and environmentally friendly investing is here to stay. But, while demand is growing among all age groups, genders and income bands, some savers and investors are missing their biggest opportunity for responsible investing, which is through their pension.

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Pension options

Posted on March 1, 2021 by - Uncategorized

Planning your financial future, and how to get there

One thing retirement is not, is an age. Not any more anyway. Gone are the days of being told to stop working one day and pick up your State Pension the next. Today you have new pension freedoms to decide when and how you retire.

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