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Between the Lines – Week 27

Between the Lines – Week 27

Year of the bear: S&P 500 enters bear market territory On Monday 13 June the S&P 500 Index entered bear market territory for the first time since the pandemic crash in March 2020, with the index down 22% from its peak on 3 January. This is the fourth bear...
The cost of cash in an ISA

The cost of cash in an ISA

The cost of cash “Cash is like oxygen – you want to be sure it’s around, but you don’t need to have excessive amounts of it around” – Warren Buffet. So how much cash should we hold? $ A couple holding cash ISAs may be missing out on £15,368 of real return over 10...
Between the Lines – Week 27

Between The Lines – Week 26

Ukraine made official EU membership candidate Following last week’s Brussels summit of EU leaders, Ukraine has been accepted as a candidate for EU membership. Its application has been fast-tracked along with that of Moldova. They join five other candidate countries:...
Investing through volatile times

Investing through volatile times

In this summary… Helping you invest through volatile times Your three-step plan The advantages of investing early The benefits of diversification The importance of investing for the long term The reward of staying invested Helping you invest We’re here to help...
When is your Tax Freedom Day?

When is your Tax Freedom Day?

You may have seen last year at this time we wrote this blog about ‘tax freedom day’. This year, in the light of steeply rising energy prices, National Insurance increases, and tax changes not keeping up with inflation levels that we have not been seen for a generation...
Spring Budget Summary 2022

Spring Budget Summary 2022

In this summary… Economic Update Announcements 2022/23 changes 2022/23 tax data Introduction Just before Christmas, the Chancellor asked the Office for Budget Responsibility (OBR) to produce an economic and fiscal forecast for 23 March. The timing and brief...
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