Videos
Where To Invest After Maxing Out ISA and Pension
If you’re in a position to be maxing out your ISA and pension every year then this will set you up nicely for retirement. In terms of options, it’s good to be maxing out your ISA and pension because of the tax incentives offered. More on that in a moment. But what...
Defined Benefit Pensions and the Lifetime Allowance
The pension Lifetime Allowance was introduced in 2006 and is the total amount you can build up in pensions savings before incurring a tax charge. For defined contribution pensions e.g. personal pensions and auto-enrolment company pensions it is easy to work out the...
Weekly Financial Update – 03.12.2020
https://www.youtube.com/watch?v=ZUz7EHiFlrs&t=48s Risk warning: Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or...
Weekly Financial Update – 26.11.2020
https://www.youtube.com/watch?v=Rkms8GG1Djg Risk warning: Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or guarantee....
Cashing In Your Pension
Do you have a current or old private pension and have you wondered when you could be cashing in your pension? Most people will naturally consider taking their workplace pension at the point they retire from work. But a private pension is a bit different. It’s a...
Weekly Financial Update – 19.11.2020
https://www.youtube.com/watch?v=LrRIhZ9U2pE Risk warning: Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or guarantee....
Weekly Financial Update – 12.11.2020
https://www.youtube.com/watch?v=KSmeLl3qskM Risk warning: Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or guarantee....
Weekly Financial Update – 05.11.2020
https://www.youtube.com/watch?v=YdYwMdZidnQRisk warning: Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or guarantee. Past...
Weekly Financial Update – 29.10.2020
So, it’s been a nasty week in terms of stock market performance particularly in the UK and Europe as we have seen some of the biggest falls since March. Covid-19 has continued to spread, and case numbers are increasing. This has resulted in the markets...
Weekly Financial Update – 22.10.2020
It wasn’t a great week for the major world stock markets as all returned negative results. This was mainly due to the fact the US government has still yet to agree a new stimulus package. What does this stimulus package entail? Well, it will provide...
Weekly Financial Update – 15.10.2020
It was a fairly flat week for the major world stock markets with the UK fairing worst. This was mainly as a result of lockdown fears as there was much discussion this week around what stricter measures need to be imposed to slow down the rate of infections. ...
Weekly Financial Update – 08.10.2020
Stock markets had a fairly quiet and positive week after initially fearing the worst once it was announced US President Donald Trump had tested positive for Coronavirus and the uncertainty this could have led to. It appears Trump seems over the worst and...
Weekly Financial Update – 01.10.2020
This week the stock markets recovered some of their losses from the previous week as investors feel confident there will soon be a new US package of measures to boost the US economy. There were issues in Japan though as an unknown technical glitch shut...
Weekly Financial Update – 24.09.2020
It’s been a bumpy ride for stock markets this week, in particular for the UK and the rest of Europe as stocks had their most significant falls for a number of weeks now. Two big issues impacted stocks this week. Firstly, we saw the banks in trouble again...
Weekly Financial Update – 17.09.2020
It’s been a pretty quiet week for stock markets as all of the world’s major markets ended up with a positive return. In the UK, we found out that unemployment rose to 4.1% during the May-July quarter. Up from 3.9% from the previous quarter. Whilst...
Weekly Financial Update – 10.09.2020
The main world stock markets have had a mixed week with the US market dominating the headlines. For some time now the US stock market has been leading the way in terms of increases since the Covid crash. This rise has been mainly driven by the...
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