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A Guide to Spring Clean Your Finances

The Japanese kanji for crisis (above) comprises two symbols: one representing danger and the other ‘opportunity’. It is a familiar refrain from our busy clients that they never have time to turn their attention to their own finances. We have…

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Avoiding the lazy tax

If you have gone through our 5 steps to creating a budget and feel like you have everything under control, what next? The 6th point in our guide to Spring Cleaning your finances is to avoid lazy taxes;…

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Waiting for the storm to pass

Following on from our recent guide to Spring Cleaning your finances, over the coming weeks we will be expanding on the recommendations, where appropriate. Our first tip was to “Do Nothing”. Expanding on this may at first seem…

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Coronavirus COVID-19 – Maintaining Perspective

World news has never been more on tap. We all connect to news, social and other online media throughout the day. By and large this is a positive thing; however, newspapers and websites fight to attract readers and use…

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Note to self: 10 things to remember as and when markets fall.

It is an inevitable part of investing that at some point markets will fall by an alarming – if not unexpected – degree.  We haven’t seen large market falls for a decade.  We should expect that we will.  When, and…

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What You Should Do in Response to Market Volatility

It’s been a wild few weeks in the market as investors try to gauge how the coronavirus will impact global growth and corporate profits. When stock markets turn volatile and confusing as they have done recently, even the most patient…

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