On 10th November 2015 10.00am at Bramhall Lane Tennis Club. This seminar covers a diverse range of issues and is ideal for anyone in retirement or approaching this milestone in the coming years.
Good Planning in Retirement
Andrew Day
August 2015
July was a busy month. Greece held a referendum on austerity – with an emphatic rejection, before a bailout on the same lines as the rejection was finally agreed. The Chancellor delivered his second Budget this year whilst Chinese markets fell dramatically.
2015 Summer Budget Summary
The Chancellor looked confident and relaxed, as well he might with the support of a Conservative majority behind him. It would, he said, be ‘a Budget for working people, as Britain looks to create a higher wage, lower tax, lower welfare country.’
July 2015
An essential part of writing this bulletin each month is making daily notes on the main business and stock market news. This month we have comfortably broken our record – more than six pages of notes. And as you might expect, about half of those pages are about Greece and its debts.
Summer 2015
Depledge Strategic Wealth Management Limited has now entered its third company year of trading and it has been a very busy period given the rapid changes in pension legislation providing greater flexibility to those at retirement age.
June 2015
May saw the election of a Conservative majority Government, whilst in Europe, Greece teetered on the edge of default, Germany and France edged towards closer European ties. The Nasdaq index in the USA reached a record high. Chinese exports fell and the Japanese economy grew. There were continuing problems for Russia whilst India had remarkably good news – it has now grown at a faster rate than China in two of the last three quarters.
May 2015
In the UK voters are taking to the polls in one of the most difficult-to-predict General Election for generations – whilst the rest of the world continues with business as usual.
Business Exit Planning
April 2015
With the upcoming election and George Osborne’s Budget delivered on 18th March, it was easy to overlook some significant events in March.
2015 Budget Summary: The Election Budget
The Chancellor gave his Election Budget on 18th March. All of the well-trailed measures were included with help for savers, more flexibility with pensions. There was also a shake up of the ISA rules and the introduction of a new ‘Help to Buy’ ISA to help first-time buyers.