Is it worth paying into Pensions for Grandchildren and Children
  • Posted by: Jon Doyle
  • Category: Blog

Children grow up fast, my eldest is just starting secondary school and she seems to be growing up at a rate of knots! For parents, there are many ways to encourage them to take control of their finances from a young age into adulthood. Everything from new pocket money apps to bringing in allowances for…

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The World In A Week 26 – The Greatest Showman?
  • Posted by: Jon Doyle
  • Category: World in a Week

Headlines were dominated by the Conservative Party leadership contest, which saw the expected outcome of a victory for Boris Johnson. In his inaugural speech as Prime Minister, Johnson said his priorities were to deliver Brexit, unite the country and defeat Jeremy Corbyn.

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Peoples are earning more in retirement than ever before
  • Posted by: Jon Doyle
  • Category: Blog

New research has found that middle-income 60 to 74-year-olds are enjoying 60% higher income than the same age group back in the mid-1990s.

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The World in a Week 25 – Quarterly Earnings Season For US Banks
  • Posted by: Jon Doyle
  • Category: Blog

The biggest US banks reported their second quarter earnings of 2019 last week and it was generally a robust quarter for them all, although Morgan Stanley and Goldman Sachs disappointed a bit by being the only major US banks to have revenues, net income and earnings-per-share all fall compared to a year earlier.

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Addressing the motherhood pension penalty
  • Posted by: Jon Doyle
  • Category: Blog

When it comes to pensions, women often get a raw deal, relative to men and as a husband and father to two girls this bothers me.

Lower lifetime earnings, combined with career breaks to raise children and care for
relatives, are factors which result in less money in later life.

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Lessons from the suspension of Woodford Equity Income
  • Posted by: Jon Doyle
  • Category: Investments, News, Personal Finance

It’s been a busy old month in the world of investing, following the suspension of Neil Woodford’s flagship £3.7bn Equity Income fund and the fallout on companies such as Hargreaves Landsdown.

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The World In A Week 24 – Fact & Fiction in the Far East
  • Posted by: Jon Doyle
  • Category: Blog

Markets were quite sedate last week, with global equities as measured by the MSCI ACWI Index falling -0.2% in GBP terms. UK shares were down -0.6%, while Europe Ex-UK was down -1.1% and the S&P 500 in the US bucked the global trend by being up +0.4%. Emerging Market equities were down -1.2%, led by…

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Lies, damn lies and iliquidity
  • Posted by: Jon Doyle
  • Category: Blog, Investments, Personal Finance

Cashflow is king! With the liquidity of investment funds coming into sharp focus in recent weeks, following the trading suspension imposed on investors in the Woodford Equity Income fund we take a look at some of the background and consider how important liquidity is investors.

Spoiler alert……VERY

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World in a week – 23 – Less is More
  • Posted by: Jon Doyle
  • Category: Blog

Is it possible for a government to increase its total tax receipt by cutting taxes?

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Are these the best ways to tackle inter-generational unfairness?
  • Posted by: Jon Doyle
  • Category: Blog, Inheritance Tax, Will and Estate Planning

The House of Lords has published a report aimed at tackling inter-generational unfairness, and the growing gap in wealth between younger and older people in the UK.
Our adviser Jon Doyle unpacks it for you here.

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