Lowes Consultant Chris Large explains why it is so important to review our financial plans and goals on a regular basis and, in conjunction with Independent Financial Advice, take appropriate action where needed. Financial planning can never be a ‘one and done’ event. We always ...
Sharing our thoughts on some of the
latest financial trends
Any data or views given in the articles should not be construed as investment advice. Every effort is made to ensure the accuracy of the information but no assurance or warranties are given. Examples are for illustrative purposes only and are not a recommendation to buy or sell. Past performance is not a guide to future performance. We recommend you discuss any investment decisions with a financial adviser.
Doug’s Digest: Investment bubbles
Our Investment Manager Doug Millward considers how Covid resulted in more than one type of bubble. During the restrictions brought in for Covid, we all became familiar with the various “bubbles” we were allowed to form, with limits placed on who we were allowed to mix with and t ...
Pension saving in hard times
Pensions, like any other kind of saving which includes investment, can be subject to the unpredictability of the investment markets. This can be particularly apparent for ‘defined contribution’ personal pensions and self-invested personal pensions (SIPPs), where investments are s ...
Capital Gains Tax – what is it?
Capital Gains Tax (CGT) is charged on profits earned from selling an asset or a property you own which is not your main residence. The amount of Capital Gains Tax collected by the government increased by over £5 billion in the past two years, official figures from HM Revenue & ...
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