A NEW TAX YEAR IS NEARLY UPON US – AND THAT MEANS, FOR ALL DILIGENT SAVERS AND INVESTORS, YOU SHOULD MAKE SURE THAT YOU TAKE FULL ADVANTAGE OF YOUR CURRENT INDIVIDUAL SAVINGS ACCOUNT (ISA) TAX-EFFICIENT ALLOWANCE. An ISA is a tax-efficient investment…

AVERAGE LIFE EXPECTANCY HAS GENERALLY BEEN INCREASING, AND FOR THE ‘SANDWICH’ GENERATION, SAVING FOR THEIR RETIREMENT IS CLEARLY A BIG CONCERN – AND WITH PLANS TO CONTRIBUTE FINANCIALLY TO SUPPORT THEIR CHILDREN AND PARENTS, IT’S PERHAPS NO WONDER. A survey by the…

WRITING A WILL MAY SEEM DAUNTING, AND WITH EVERYTHING ELSE WE SHOULD BE THINKING ABOUT IT BECOMES JUST ANOTHER CHORE ON THE TO-DO LIST. IT’S ESPECIALLY IMPORTANT FOR COHABITATING COUPLES TO HAVE A WILL, AS THE SURVIVING PARTNER DOES NOT AUTOMATICALLY INHERIT…

Investing is not just about what you know but also who you are. The key to successful investing isn’t predicting the future – it’s learning from the past and understanding the present. Investing offers potential to grow our money, reach our goals…

“Pensions and Individual Savings Accounts are popular ways of saving tax-efficiently, but they are very different from each other – particularly in how they are taxed.” IF YOU’RE STILL WORKING, WHAT KIND OF LIFE WOULD YOU LIKE TO LEAD WHEN YOU’VE SAID…

Choosing an independent school is a serious investment PARENTS OR GRANDPARENTS WISHING TO GIVE THEIR CHILDREN OR GRANDCHILDREN THE BENEFIT OF AN INDEPENDENT EDUCATION FACE STARTLING COSTS. THIS IS FOLLOWED AFTER SCHOOL BY THE COSTS OF A UNIVERSITY EDUCATION, WHICH ARE ALSO…