Category Archives: Financial News

Making a Will

Many people put off making a will, but it is one of the most important things that you can do for your family. A valid will can ensure that your money, property, possessions and investments (your ‘estate’) are passed on to the people and good causes that you have chosen. Read the full article…

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Temporary Stamp Duty Holiday

On 8 July 2020, during a mini budget to kick-start the economy in the wake of Covid-19, the Chancellor of the Exchequer Rishi Sunak announced there would be a temporary stamp duty holiday on the first £500,000 of property sales in England and Northern Ireland, effective immediately. Until 31 March Read the full article…

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Market update – June 2020

Markets have bounced back much faster than anticipated from the dramatic falls at the start of the Coronavirus crisis. In the US, the tech-dominated NASDAQ Index hit a record high on 23 June, while the more evenly weighted S&P500 Index managed to return to December 2019 levels. The rapid recovery Read the full article…

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The MPAA

The MPAA (Money Purchase Annual Allowance) was introduced in April 2015 alongside the new pension freedom rules. It was designed to discourage individuals from taking money out of a pension to then re-invest in another pension, building up a further tax-free lump sum. The MPAA limits the amount of money Read the full article…

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Reviewing your insurance policies

Most people are on top of reviewing their annual insurance policies, such as car and home insurance. But it seems to be more difficult to review the protection we have in place to protect our income, our health and our loved ones. It is particularly important to review the protection Read the full article…

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