How to get ahead of the game this Tax Year

The Tax Year is over, long live the Tax Year! With the end of the tax year over the Financial Planning community breath a collective sigh of relief. Gone are the days of rushing around client offices getting signatures on paperwork or delivering cheques to provider offices and it certainly doesn’t have the glitz, glamour and excitement of Transfer Deadline …

Did the pandemic influence your retirement plans?

One in five older workers were forced to delay their plans for retirement due to the Covid-19 pandemic. According to new research, 19% of employees aged between 65 and 74, and 14% of those between 55 and 64, had to delay their retirement plans. The research from Close Brothers also found that one in five employees approaching retirement age admitted …

Decision Fatigue – Why You Should Be Automating Your Investments

In the modern world we are absolutely spoiled for choice. There is such abundance that if you’re reading this right now you probably have hundreds of other things vying for your attention this very second. It’s a mark of how far we’ve come, but also indicative of something more sinister that we all face every day. It’s something called decision …

Three top tips for getting your portfolio primed for 2021

Content provided by Beaufort Financial: It’s the time of year again when we’re thinking about New Year’s resolutions, whether it be getting more exercise, spending more time with our children or taking up a new hobby. But the start of the year is also a great opportunity to take a look at your portfolio, to ensure it is doing what it should …

Multi-year lows, record highs, and a pandemic – 2020 by the numbers

Content provided by Beaufort Financial: 2020 was a year quite like no other. A global pandemic the likes of which has not been witnessed in our lifetimes changed the way the world works, and had a huge impact on global markets. A huge decline in the first few months for most equity markets, and a rush to buy protection in the …

The Books I Most Enjoyed in 2020

Throughout the course of a year, I can read anywhere between 10 and 25 books. I read them all for pleasure but some add additional value to my professional life as well. From the many I have read this year these four standout as especially interesting, useful and thought-provoking. Art of Ressiliance by Ross Edgely Bestselling author and award-winning adventurer …

What does the Brexit deal mean for your finances?

Content provided by Beaufort Financial: After more than four years since the 2016 referendum, the UK and the European Union have agreed a Brexit trade deal. But while a compromise has been found, the divorce may still have far-reaching consequences for the money in your pocket. So now a deal is in place, it’s a good time to take stock of your finances …

How To Protect Yourself From The Proposed Capital Gains Tax Hike

Content provided by Beaufort Financial: If you are an investor, own a second home or regularly sell high-value assets, you could soon have to pay a lot more tax. Advisers to the Government have recommended hiking and reforming Capital Gains Tax (CGT) in a move that could raise billions to pay for the spiraling economic cost of coronavirus. If the …