Monthly Archives: April 2016

Surviving a critical illness

More people could face financial hardship despite medical advances Most homebuyers purchase life assurance when they arrange a mortgage, but only a minority obtain another form of financial protection that they are five times more likely to need before they

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Asset mix

Even the best-planned portfolios need to be reviewed regularly It goes without saying that everyone should take some time to review their portfolios every once in a while. The only constant in life is change – and chances are your

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Preserving wealth for future generations

Should you review your situation with further changes on the horizon? Inheritance Tax (IHT) affects not just the very rich – other people may be liable without realising it. Few taxes are quite as emotive – or as politicised –

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New State Pension

How much will I get under the new State Pension? The State Pension changed on 6 April 2016. If you reach State Pension age on or after that date, you’ll now receive the new State Pension under the new rules.

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Impact on financial markets ahead of the EU referendum With an increasing focus on ‘Brexit’, our investment clients will naturally be monitoring the impact on financial markets ahead of the referendum scheduled for Thursday 23 June.

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