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Important pension notice: 55% ‘death tax’ abolished

Ahead of the major pension changes already announced for April 2015, the Chancellor, George Osborne, announced another shift in pension policy that could have a big impact on many savers and their financial planning requirements. Speaking at the Conservative Party’s Annual Conference, Mr Osborne announced the abolition of a so-called ‘death tax’, which can see […]

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Keeping one eye on a 2015 interest rate rise

It is now six years since emergency measures were put in place to protect the global financial markets from imploding when the banking crisis spiked in 2008. To stave off a liquidity disaster, many global policy makers decided to cut interest rates to record low levels. At that juncture most experts, commentators and the investment […]

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10 New Year’s Resolutions for your Financial Planning

With recent reports from the Autumn Statement suggesting most of the UK economic indicators are moving in the right direction, it doesn’t mean we can suddenly afford to ignore our personal financial planning. So in the best traditions of New Year here are ten financial planning resolutions that will hopefully help make 2015 a prosperous […]

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December Market Commentary

November saw the G20 group of world leaders meeting in Canberra. The summit was notable for the new sport invented by the great and good: a bizarre game of musical chairs in order to avoid being photographed sitting next to Vladimir Putin! Not to be outdone in the social pariah stakes, David Cameron turned Cassandra, […]

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