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17 Jun

Briefing Note - Trust Registration Service

This briefing note is designed to provide information and guidance to trustees in respect of the new trust registration service (TRS)...

09:19 / Education / Estate Planning / Financial planning / Read Time: 2 minutes
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10 Jun

Short term hindsight investing

The approach of short term, hindsight investing isn’t the best way to build portfolios for the future...

11:00 / Education / Financial planning / Investment / Risk / Read Time: 3 minutes
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26 May

What is a safe withdrawal rate?

One of the questions which concerns most investors is the rate at which they can safely draw on their portfolio...

14:33 / Financial planning / Goals / Investment / Lifestyle / Money values / Positivity / Read Time: 5 minutes
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20 May

The best of what we read, watched and listened to this week

The best of what we read, watched and listened to in the week ending 20th May 2022....

14:16 / Clients / Education / Investment / Lifestyle / Positivity / Read Time: 2 minutes
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13 May

The best of what we read, watched and listened to this week

The best of what we read, watched and listened to in the week ending 13th May 2022....

11:33 / Clients / Education / Investment / Lifestyle / Positivity / Read Time: 2 minutes
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06 May

Digital assets and blockchain technology

Are they now too big to ignore?  This note explores ten important points to remember if considering an allocation to digital assets in your portfolio. ...

06:20 / Education / Financial planning / Investment / Read Time: 4 minutes
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29 Apr

The best of what we read, watched and listened to this week

The best of what we read, watched and listened to in the week ending 29th April 2022....

13:04 / Clients / Education / Investment / Lifestyle / Positivity / Read Time: < 1 minute
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21 Apr

Gift Aid

Now that the 2021/22 tax year has ended, the clock starts ticking on completing our tax returns...

17:05 / Education / Financial planning / Investment / Money values / Positivity / Read Time: 3 minutes
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08 Apr

The best of what we read, watched and listened to this week

The best of what we read, watched and listened to in the week ending 8th April 2022....

10:13 / Clients / Education / Investment / Lifestyle / Positivity / Read Time: 2 minutes
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01 Apr

The best of what we read, watched and listened to this week

The best of what we read, watched and listened to in the week ending 1st April 2022....

11:17 / Clients / Education / Investment / Lifestyle / Positivity / Read Time: 2 minutes
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Mild mannered financial planner by day, crusading Financial Bodyguard by night.  Dispensing pearls of personal finance wisdom, one day at a time.

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Full Disclosure: Nothing on this site should ever be considered to be advice, research, or an invitation to buy or sell any securities or investment product. Please see my Legal Disclosures page for a full disclaimer.