Maximise your tax annual allowances, make the most of your ISA.

Don’t miss the deadline on April 5th. We can help. Get in touch.  HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. An ISA is a medium to long term investment, which aims to increase the value of the money you invest for growth or income or both. The value of your investments and any income from them can fall as well as rise. You may not get back the amount you invested.

Have a healthy new year with the additional health services included in your protection insurance

As a new year begins you may want a fresh start for you and your families’ health. Did you know that many insurance policies offer access to a range of health and wellbeing services that can help? You also don’t need to make a claim to use them as your protection policies aren’t just there for when things go wrong.

Often called added value benefits, these services can help you and your family start or maintain good health and make your lives e...

2024 Investment Outlook

Dominated by markets’ reaction to slowing economic growth and inflation, 2023 was a year with plenty of challenges and conundrums from whether we would see a recession and plenty of talk about the direction of interest rates.

Despite these challenges, and thanks to the recovery we saw in bond and equity markets, our portfolios delivered healthy returns for investors in 2023. 2024 will likely be dominated by the market’s view of the pace at which interest rates will come down and whether central banks can achieve the...