News & guides

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The Annual Budget 2020

Rishi Sunak, delivered his inaugural Budget to parliament on 11 March 2020, amid the backdrop of a growing threat to the economy from the global outbreak of coronavirus (COVID-19).

Has coronavirus unbalanced your investments?

We look at why regaining equilibrium in changing markets is key and how a financial adviser can help you take steps to redress the balance.

Protecting yourself from scams

As fraudsters take advantage of the coronavirus outbreak, pension savers are warned to be extra vigilant. We look at tips to help you spot a scam and protect yourself.

Time to give your pension pot a boost?

We look at the advantages of the ‘carry forward’ rules for unused annual allowances from previous tax years. This can be very useful if you’re a high earner and affected by the tapered annual allowance.

Value of Advice

A recent study calculated that those who took financial advice were £47,000 better off over a decade than their non-advised peers. We look at the difference financial advice can make.

Thinking of retiring abroad from the UK?

If you’re considering the possibility, it’s important to look into the effect this could have on your finances before you make the move. With careful planning, the dream can become a reality.

Monthly economic commentary: February 2020

As concerns over the outbreak of the coronavirus continue to feature in the news, should we panic? Our chief economist Colin Warren shares his thoughts on the economic impact for long-term investors.

Could you reduce your tax bill this tax year-end?

With the 2019/20 tax year-end fast approaching, now is a good time to review your tax position. We look at allowances, reliefs and possible ‘hidden’ taxes.

Monthly economic commentary: January 2020

This month our chief economist looks at the impact of tensions in the Middle East on oil prices and supplies and how this could affect global markets.

Get your finances in order with the ‘PIMPSI' rule

Joe Swanson, an independent adviser at AFH Wealth Management, looks at what you need to be thinking about when it comes to creating your financial plan.

Understanding and managing investment risk

Understanding the different types of investment risk, the impact of these risks and how risk management can help your portfolio is crucial.

Monthly economic commentary: December 2019

With 2020 fast approaching, our chief economist looks at some of the issues that could impact global financial markets during the next twelve months.

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