Weekly Financial Update – 06.08.2020

Weekly Financial Update – 06.08.2020

  Most of the world’s major stock markets ended the week in positive territory apart from Japan which had a number of companies reporting losses.   The Purchasing Managers Index data for the UK, US and Europe indicated that all were starting to expand and...
Earliest Age Your Pension Can Be Taken

Earliest Age Your Pension Can Be Taken

The earliest age your pension can be taken will depend on at least one of the following:  The rules set in law.  Your health.  The individual pension scheme rules.  Different types of pension will have different minimum ages at which your pension can be taken.  ...
Weekly Financial Update – 30.07.2020

Weekly Financial Update – 30.07.2020

All of the major world stock markets had negative returns over the last week as fears of a second wave of coronavirus cases worried investors.   Whilst many countries in Europe have got control of the virus, total worldwide cases are still rising and even...
Tax On Investments

Tax On Investments

Do you know if you are liable for tax on investments you and your family hold? Most of the time tax on investments is not paid automatically and it is up to you as an individual to ensure you are declaring the right amount of tax to HM Revenue and Customs (HMRC)....
Weekly Financial Update – 23.07.2020

Weekly Financial Update – 23.07.2020

It’s been a mixed bag for the markets over the last week with the US and Europe achieving slightly positive returns and the UK and Japan slightly down. The biggest riser was the emerging markets. The Chinese economy grew 3.2% last quarter which was more than expected....
What Retirement Income You Need

What Retirement Income You Need

Do you know what retirement income you will need? Or what your spending will look like in retirement?  Do you know how much retirement income your current pension and investment portfolio will deliver?   When I start working with clients, many struggle to comprehend...