24th July 2017

Simply Money Newsletter Summer 2017

WHY THE SELF-EMPLOYEDNEED A PENSION NUDGE Working for yourself has never been so popular. According to figures from the Office for National Statistics, there are around 4.8 million self-employed workers in the UK. Whilst many of this number are young people seizing the opportunity to go it alone, some are in their 50s, 60s and […]

Simply Wealth Newsletter Summer 2017

HOW TO ACT YOUR (INVESTOR) AGE Whilst we are all aware of the age differences between the generations, we might not have thought about how our age bears any relation to our investments. However, the number of years you have left to invest can help you make the right decisions about how much and where […]

3rd April 2017

Simply Money Newsletter Spring 2017

Savers looking to mix LISAS with pensions Savvy savers are planning to save both in their pension plan and in the Lifetime Individual Savings Account (LISA), following its launch this April. The new LISA has been designed as a savings vehicle for those aged 18 to 40 who want to save up to £4,000 a […]

Simply Wealth Newsletter Spring 2017

Why diversifying your assets could be the best strategy for 2017   As the government begins the process of leaving the EU, this year looks likely to mark a significant watershed for the UK economy and its relationship with the rest of Europe. On the international stage, there is considerable uncertainty about what the Trump […]

12th January 2017

Simply Money Newsletter – Winter 2016/17

TEN WAYS TO CHANGE YOUR FINANCIAL HABITS IN 2017 For many, the start of a new year is a time of reflection and a renewed determination to do things differently in the months that lie ahead. Whilst overhauling your finances could seem less exciting than taking up a new hobby or challenge, it could make […]

11th January 2017

Simply Wealth Newsletter – Winter 2016/17

WHAT’S YOUR FINANCIAL GAME PLAN FOR 2017? The New Year is a good time to review your finances and set goals for the coming 12 months. With the tax year end in April approaching, it makes sense to ensure you’re making the most of the various tax allowances available to you. SAVE AS TAX-EFFECTIVELY AS […]

15th December 2016

Simply Wealth Newsletter – Autumn 2016

TEACHING YOUR KIDS ABOUT MONEY Financial habits are formed by the age of seven, according to research by Cambridge University1 for the Money Advice Service. By this age, the report says, most children in the UK are capable of complex functions such as planning ahead, delaying a decision until later, and understanding that some choices are […]

4th August 2016

Simply Wealth Newsletter – Summer 2016

WHY MACROECONOMICS MATTER For investors there will always be concern about the global economy. Uncertainty over macroeconomic factors such as global growth and increased volatility have become recurring themes and risks that can depress stock markets returns come in many forms – from negative interest rates, political upheavals in Europe, slowdowns in emerging markets and […]

6th June 2016

Simply Wealth Newsletter- Spring 2016

NEW DIVIDEND TAX – HOW THE RULES WORK The taxation of dividends is set to undergo a fundamental change from the start of the new tax year this April. The old dividend tax credit regime is consigned to history, and will be replaced by a new allowance which means that the first £5,000 of dividend […]