• Newsletter

2017

Summer

  • New dividend tax – how the rules work
  • Baby-Boomers set to pass on a 'Wall of wealth'
  • More pensioners than ever are working into their 70s
  • Brexit - Where are we now?
  • Why it pays to keep an eye on your portfolio
  • The pension changes - How mistakes are still being made
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2016

Spring

  • New dividend tax – how the rules work
  • 46% of people doubt they will have enough money in retirement – don’t be one of them
  • Investing for children
  • The Efficient Frontier – Modern Portfolio Theory, relevant today?
  • What is a structured product?
  • SIPPs – a pension with a wider investment choice
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Autumn

  • The financial ladscape post Brexit
  • Junior ISA - Cash or stocks and shares?
  • Surviving financially after the death of a loved one
  • How much will you spend in retirement?
  • Will Brexit derail pension freedoms?
  • Annuities - Where are we now?
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2015

Summer

  • Passing wealth down the generations
  • VCTs - a chance to invest in UK business
  • Technology aids joined-up finances
  • Equity release - why it's proving popular
  • Looking for a bit of added spice?
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Autumn

  • The new dividend tax
  • Watch out, the scammers are out in force
  • Interest rates and inflation
  • Why making a Will is just as important as ever
  • Pensions - further changes ahead
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