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Year End Tax Planning

Year End Tax Planning

As the 31st March looms large, we thought it might be helpful if we sent this brief email as a reminder of the various annual allowances which, if not used by the end of the tax year, will be lost for ever. Individual Savings Account (ISA) We all have an annual...
Happy New MiFID II & What it Means to You?

Happy New MiFID II & What it Means to You?

It’s a new calendar year and as with January 2013 when the Retail Distribution Review (RDR) hit the financial services industry, this New Year starts with major changes which most investors may not be aware of, but may well be affected one way or another. So, we...
Clearmoney November / December

Clearmoney November / December

Welcome to the final issue for 2017. Inside this issue, we talk about estate planning, which is an extremely emotional subject as people generally don’t like talking about money or death. On page 10, we comment on new research that shows some people would like to talk...
ClearMoney September/October

ClearMoney September/October

Welcome to our latest issue. Will you be one of the six million men and women workers who will have to work an extra year before retiring after the Government announced that it would be extending the retirement age to 68? We look at the new plans announced in July...