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In his recent Budget announcement the Chancellor of the Exchequer has remapped the ISA landscape. He’s created a New ISA (NISA) by merging cash ISAs and stocks and shares ISAs. From 1st July 2014 it will be possible to switch from stocks and shares holdings in an ISA to cash holdings in

Wow! What a Budget that was. I’ve seen a few Budgets in my time and I always find them quite interesting – it goes with the job I suppose. But WOW. I think that was the first budget for financial planners. For years I’ve been banging the same drum

Getting financially fit is no different to getting physically fit. The steps are pretty similar but lots of people fail – particularly if they start on 1st January. Here’s what you need to do to increase your chances of succeeding. Turn your dreams into goals –

Here’s a summary of the major points from Chancellor George Osborne’s Budget, delivered on 20th March 2013, which have the biggest impact for our clients and their families Tax & Duty The limit of tax free earnings will be increased to £10,000 in 2014 Corporation tax for businesses to

DAY 3 – Financial Planning Week 2012 A budget is an essential part of a financial plan. After all, the amount of money that we’ll earn in our lifetime is finite so it’s really important that we’re as efficient as possible with it. Before we look at the rules

DAY 2 – Financial Planning Week 2012 Budgeting. Amazing how many people don’t have a budget. I didn’t until last year. I’m going to try to impress on you the importance of a budget using a number of sketches from Carl Richards (author of The Behavior Gap http://www.behaviorgap.com

For Financial Planning Week 2012 (http://www.financialplanning.org.uk/general-public) I will be taking a look at some simple ideas that can make a real difference to your finances. Simple – but not easy…. Here’s what’s in store: Day 1:

Britains are worrying more than ever about money, yet many see no benefit from seeking financial advice. These are just some of the results from the YouGov survey commissioned by the IFP to coincide with Financial Planning Week Of those surveyed 66% of women and over half (54%) of men worry about money either always

This year the Budget will be on 23rd March 2011.  That’s two weeks before the end of the tax year on 5th April 2011.  Don’t leave your tax, investment and retirement planning until the last minute. Your wealth might suffer if the Government moves the goal posts. The pressure