Investment Update
Despite rising coronavirus cases and increased lockdown measures, there was a renewed sense of optimism about the global recovery..
Spring Tax Year End
The tax year ends on 5 April 2021, which is Easter Monday this year, so don’t wait until the last minute to double-check you’ve taken advantage of all the tax-efficient allowances available to you
Birthday Time for the ISA
A hypothetical example, if you had been in a position to be able to invest your full ISA allowance for each of the past 21 years (a total of £226,560) and this had been invested in the FTSE All-Share Index, your total investment would be worth more than £307,000..
EIS & VCT’s Investments Explained
EIS and VCT are investment vehicles which encourage investment in small, unquoted trading companies in their early stages, who are typically trying to raise capital.
Millennials Investment
It’s seems like every day you see another article in a newspaper about millennials ‘killing industries’ in recent times young people were said to have caused the demise of doorbells, napkins and even breakfast cereal.
Sep 2020 Investment Update
As we start the final third of what has been an extraordinary year, we hope that you and your family are continuing to stay well and benefiting from the initial steps to get back to normal.
