Market Review May 2019 (covering April)
Stock markets had another solid month in April, building further on the progress so far in 2019.
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Market Review April 2019 (covering March)
Unlike the Brexit process, global stock markets typically made progress in March, ending the quarter in reassuring mood.
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Death in Service – Beware Hidden Tax Charges
As financial planners one of the first subjects we explore with clients is whether they have enough protection – Life Assurance, Critical Illness and Income Protection or sick pay. Arguably the most important topic of discussion is – what would happen if things went wrong? Would your family cope financially?
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Year end tax planning checklist for individuals
There’s less than a fortnight to go until the end of the tax year but there may still be time to consider some last-minute tax planning to maximise the use of allowances, reliefs and exemptions for this tax year. Some of these will be lost if not used before the tax year end.
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