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2021: six months down…

15 July 2021

The first six months of 2021 have been rewarding for investors, but the next six are uncertain.

What is an adequate retirement income?

15 July 2021

A leading pension think tank has examined this question – but the findings aren’t straightforward.

The wrong type of ISA?

15 July 2021

New statistics from HMRC show over £300bn invested in cash ISAs.

June & July News Round Up

7 July 2021

Our News Round Up, featuring topics that could affect you, your family or your business.

The OECD joins the inheritance tax debate

10 June 2021

The Organisation for Economic Cooperation and Development (OECD) is the latest body to wade into the inheritance tax debate – on a global scale.

Is inflation creeping up?

10 June 2021

A global jump in inflation in 2021 is raising the prospect of a broader upward trend beyond a short-term pandemic reaction.

Claim your tax relief for working from home

10 June 2021

If you have been working from home during the pandemic, don’t forget you could be due some tax relief.

Retiring in 2021… or beyond

13 May 2021

A recent survey of people who have or plan to retire in 2021 provides interesting insights, whatever your intended retirement year.

An investment sector reshuffle

13 May 2021

The fund performance league tables have gained over 530 new funds since April.

Are ISAs past their best-before dates?

13 May 2021

The role of Individual Savings Accounts (ISAs) has changed since they were launched over 20 years ago, so are they still worth having?

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