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Is a UK Wealth Tax Coming? Why Now’s the Time to Get Your Finances in Order
Is a Wealth Tax coming? The new Labour government has already made U-turns a habit, with latest one being the biggest so far - rolling...
will0420
Jul 93 min read


Reeves' Revenge on Pensioners
How SIPP Rule Changes Will Affect Your Retirement and Estate Planning Rachel Reeves has fundamentally altered the landscape for...
will0420
May 193 min read


"This Time It's Different" - Why it rarely is
"This Time It's Different" are the four most expensive words in the English language according legendary investor Sir John Templeton. This blog post looks at the long term data and explains that while the headlines change the pattern is almost always the same. How should you respond as an investor? Stick to your long term strategy, invest at the right risk level, minimise fees and maintain enough cash and liquid assets to avoid having to sell at low prices.
will0420
Apr 283 min read


A Guide to VCT and EIS Investments in the UK: Tax Benefits Explained
If you’re looking to reduce your tax liability while supporting early-stage businesses in the UK, Venture Capital Trusts (VCTs) and the...
will0420
Nov 1, 20243 min read


Is Rachel Reeves about to slash the Cash ISA allowance to £4,000?
Research Shows Strong Support for Retaining Current £20,000 Annual Limit A campaign to protect the future of cash ISAs is gaining...
will0420
Nov 1, 20243 min read


Monthly Market Review – January 2025
The Importance of Diversification in a Shifting Market Landscape The beginning of 2025 brought positive returns for both equities and...
will0420
Nov 1, 20242 min read
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