Monthly Archives: July 2014

A NISA home for your investments

Individual Savings Accounts (ISAs) have been around since 1999, providing a tax-efficient wrapper for savings and investments. However, in the recent Budget, the Chancellor, George Osborne, promised to increase the simplicity and flexibility of ISAs.

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Financial support when your family needs it most

May 2014 marked the 253rd anniversary of the first life insurance policy being issued in the USA. Life insurance protects your family and anyone else who may depend on you for financial support. If you die prematurely, the people who

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Get your finances fit this summer

When you contribute to a registered pension scheme, you automatically receive basic rate tax relief on your contributions. Your personal pension tax relief depends on your circumstances. These are the current UK pension tax relief rules for the 2014/15 tax

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Income generation

Investing for income is not simply about establishing a portfolio of income-generating investments. It is also about the strategies you use to withdraw income from this portfolio.

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Pensions grab headlines

This year is best described as the year of the pension. After grabbing the headlines following the Chancellor’s Budget 2014 speech, pensions were once again top of the agenda. In an 11-bill programme, pensions took centre stage, with major changes

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