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Featured news
Burnham’s Britain – economic priorities to consider?
With the support of 90% of Labour MPs (349 in total), Andy Burnham has replaced Sir Keir Starmer as the UK’s prime minister for the remainder of this parliament, ending in August 2029 (at the latest). While pledging to do things differently, there are many challenges ahead.
SpaceX and the billion-dollar indexing dilemma
SpaceX has become one of the largest companies on the planet. Yet despite its size, it currently doesn’t qualify for inclusion in the US’s flagship stock market index, the S&P 500. Why? All stock market indices have eligibility criteria which companies must meet in order to be listed on them.
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Could a Legacy Preservation Trust help minimise your IHT bill?
We all want to leave the best legacy we can to those we love. There are some easy steps you can take during your lifetime to protect your estate from Inheritance Tax liability.
How you can maximise your pension contribution
Understanding and using your full range of tax breaks on ISAs, pensions, dividends and capital gains will help boost your pension pot, ready for your retirement. Both pension and ISA annual allowances offer real tax efficiencies.
Passive – Active: it’s not either/or
The debate between active investing (where a fund manager picks stocks to try and outperform the market) and passive investing (where the aim is to replicate the market) is now dated.
Top tips for maximising your ISA returns
Getting the most from your ISAs while ensuring the right mix of Cash and Stocks and Shares ISAs, will make your savings and investments work as hard as possible.
Getting your head around tax jargon: the top seven terms explained
Financial services jargon can get in the way of feeling confident about managing your money. Understanding the various tax terms and acronyms, such as ISAs, IHT, CGT or pension allowances not only improves your financial wellbeing – it could save you tax too.
Unlocking success: How a good financial plan can help my small business
Keeping track of key financial metrics such as sales, costs, profit and cash flow, and analysing them regularly, can help you ensure your business is in good health. This data can help you understand where you may need to make changes to improve profit margin or cash flow.
Political shifts: what does it mean for markets?
Last year a record number of people across the globe voted for change. While new governments are likely to bring in new policies, we expect inflation and interest rates to remain relatively high in the short term.
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