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Your quarterly market review

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Trade wars, the continued Brexit debate and strong share prices have been the headlines over the last few weeks. In your quarterly update, we look back at the major economic stories of the past three months and review the latest market data. UK Despite the continued uncertainty surrounding the UK’s exit from the European Union, […]

Why you should keep control of your pension drawdown

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One of the main advantages of Pensions Freedoms is that drawdown allows you to take control of how much income you take, and when you take it. For example, you might decide that you don’t need to take an income immediately, preferring to leave your fund invested until you need to start making withdrawals. While […]

Why your children should learn financial skills

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Whose responsibility is it to teach your children the financial skills they will need in later life? New research from a pension specialist has revealed that 94% of UK parents want their children to be taught more financial skills at school as part of the curriculum. Almost three-quarters of parents quizzed in the Portafina study […]

How much should financial guidance cost?

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In VouchedFor’s latest guide, distributed by The Times on 24th March 2019, average total charges are quoted relating to initial and ongoing percentage fees and fixed fee structures. These produce an average cost of £6,079 for an investment of £100,000 over 5 years. For the same work, Depledge Strategic Wealth Management would charge £4,250 on […]

Beware of the tapered pension Annual Allowance

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If you’re a busy professional, finding time to dedicate to pension planning can be difficult. But, with the new tax-year, there could be a number of people receiving an unwelcome tax bill after unintentionally overfunding their pensions. Whilst there is no actual maximum you can pay into a pension, the Annual Allowance is the cap […]

Quarter 1 2019

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Our market commentary has taken a slight change in direction, as we will now be producing a quarterly update, looking back at some of the political, economic, technological and environmental events affecting markets in the past three months. After the challenges and volatility we witnessed in the last quarter of 2018, let’s take a look at […]