Hargreaves Lansdown have taken the decision to remove both the Lindsell Train UK and Global Equity funds from its “Wealth 50” in a move to protect its “independence” over their stake in its shares. The Wealth 50 is an influential shortlist of investment funds chosen by “experts” within Hargreaves Lansdown to simplify the process of
Having passed the DIPFS exams and becoming Diploma qualified Josh is now well and truly on the way to becoming Chartered. A number of exams need to be taken before this happens and we are delighted to announce that he has passed the IMC (Investment Management Certificate). Well done Josh!
The decline in bee numbers has been in the news recently and it is crucial that we do our bit to help them – over a third of the food we eat is pollinated by them. Feeding lethargic bees with ‘watered-down sugar’ will revive them but having a hive in the garden is a different
Ben is nearly Chartered! We are delighted to announce that Ben has completed the CII Level 6 Advanced Diploma in Financial Planning of The Chartered Insurance Institute by examination. This means that we are now awaiting confirmation of him becoming a Chartered member. Well done Ben – we know how diligently you have worked towards this.
National Savings – NS&I for short – home of the National Savings Certificate and the Premium Bond – and, until now, home of the very competitive Index-Linked Savings Certificates. The certificates are tax-free savings bonds issued by NS&I with 2, 3- and 5-year terms, each paying a return matching inflation plus an extra 0.01%. Although
Most of us live busy lives and between the time we may spend at work, with family and socially, we’re always making plans. But when was the last time you properly considered your financial plan? Working to put together a financial plan involves defining goals and working out where you really want to get to
George Michael’s £98million estate paid out to his beneficiaries a couple of weeks ago. This was over two years and five months after he passed away. Luckily, George Michael’s estate size was very significant, but it is clear that he did not have proper trust planning in place to mitigate the chances of any
Join Foresight Wealth Strategists on Tuesday 25th June at the Mercure Bowdon Hotel, 10.00am – 12.30pm for our FREE event Is your financial legacy secure? Will your hard-earned money really pass to your loved ones? Organising your estate in the correct way is one of the biggest problems facing families – and the right advice can make a massive difference.
Individual Savings Accounts (ISA) are a great way for investors to build financial goals such as retirement or even a deposit for a home. However, if you don’t know exactly how they work you may not be taking full advantage. Below are some top tips to take full advantage of the benefits. Tax Advantages – No Income Tax
For many higher earners now is the last chance to take advantage of increased pension contributions and maximise tax relief by carrying forward allowances from previous tax years. The complex ‘tapering’ legislation was introduced in April 2016 which penalises those earning over £150,000 per annum by reducing the amount which can be paid into pensions.
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