24 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 […]

24 July 2017

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 […]

9 June 2017

The General Election, The Result is In

CONSERVATIVES ARE THE LARGEST PARTY BUT WITHOUT A MAJORITY The Result Is In After seven weeks of campaigning and two electioneering suspensions, due to the tragic Manchester and London terror attacks, the jury – in the form of the electorate – has delivered its verdict. After a tense night, the Conservative Party has emerged as […]

3 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 […]

3 April 2017

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 […]

9 March 2017

Simply Spring Budget Update 2017

SPRING BUDGET MARCH 2017 In his first and last ‘Spring Budget’, the Chancellor of the Exchequer, Philip Hammond, declared a “new chapter” in the UK’s history as the country embarks on its journey to exit the European Union via Brexit. Much of the Budget’s focus was on social care and a rise in National Insurance […]

12 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 […]

11 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 […]

15 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 […]

15 December 2016

Simply Money Newsletter – Autumn 2016

THE FINANCIAL LANDSCAPE POST BREXIT The outcome of the EU referendum was announced in the early hours of Friday 24 June and undeniably came as a shock to many people here and abroad. Uncertainty caused the pound and stock markets to fall. David Cameron resigned and a new government was formed. The new Prime Minister, […]