Monthly Archives: January 2023

Show me the money

Posted on January 6, 2023 by - Uncategorized

Choosing an investment style that best suits your needs

Investment styles are professional strategies used to create and manage portfolios. Different styles can range from aggressive growth to conservative investments. Depending on the investor’s goals, interests and risk tolerance level, they can choose a style that best suits their needs.

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Impact on climate change

Posted on January 6, 2023 by - Uncategorized

Nearly two-thirds of people in the UK more concerned about climate change

The impacts of climate change have been increasingly felt around the world in recent years. Governments, businesses and citizens alike are urged to take steps to reduce their environmental impact. The reality is that climate change is a threat to human wellbeing and the health of the planet.

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Ins and outs of CGT

Posted on January 6, 2023 by - Uncategorized

Ways to potentially reduce your Capital Gains Tax liability

Capital Gains Tax (CGT) is a form of taxation imposed on profits earned from the sale of certain types of assets. Gains are calculated by subtracting the purchase price and related expenses (such as sales charges) from the selling price. They are generally taxed at a rate higher than income taxes in order to discourage speculation.

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Planning to meet your goals

Posted on January 6, 2023 by - Uncategorized

How advice can boost your financial wellbeing

The professional advice received from a financial adviser can make it easier to understand your financial situation and help you create strategies for better money management. They will be able to provide tailored advice that considers your individual circumstances, goals and needs.

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Understanding pensions

Posted on January 6, 2023 by - Uncategorized

A topic high up on the recruitment radar

It is essential that employers provide clear information regarding their commitment to a pensions scheme. Many employers do already work hard at improving an understanding of pensions among their workers, but research shows that people want to know the level of commitment even before they start their first day[1].

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Insurance that works while you can’t

Posted on January 6, 2023 by - Uncategorized

Would you be able to carry on paying the bills using statutory sick pay or your savings?

Consider how you would cover your usual monthly costs if you were ill or injured and couldn’t work for a while. Would you be able to carry on paying the bills using statutory sick pay or your savings? If not, it’s worth thinking about.

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Time to talk

Posted on January 6, 2023 by - Uncategorized

Discussing Wills and trusts with adult children or dependents

Wealth transfer has become an important issue for many families today. Individuals with assets of any size should prepare for their eventual transfer whilst making provision for any tax or legal consequences.

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Menopause in the workplace

Posted on January 6, 2023 by - Uncategorized

Unique retirement planning challenges women face

Women make up nearly half of the UK workforce, but many feel forced to reduce their hours at work, pass up promotions and even leave their jobs due to lack of menopause support. While symptoms vary between individuals, for many women the menopause can have a big impact on their everyday life.

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2023 financial resolutions

Posted on January 6, 2023 by - Uncategorized

Time to give your financial plans an overhaul?

Most of us have probably made at least one New Year’s resolution, but how many of us will actually go on to achieve it? We all have different financial goals and aspirations in life, yet these goals can often seem out of reach. In today’s complex financial environment, achieving your financial goals may not be that straightforward.

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