Sources of financial advice Archives - Dev Site

Possible Brexit Consequences and Your Portfolio

Whether you support Leave or Remain, you may be wondering how leaving the EU (or staying in) can affect your investments. Will British stocks underperform if the UK leaves? Will the pound continue to be under pressure until the June referendum, but recover if people...

Top 10 Investment Guidelines

The media would have you believe that a successful investment experience comes from picking stocks, timing your entry and exit points, making accurate predictions and outguessing the market. Is there a better way? It’s true that some people do get lucky by...

Business owners to profit from pension flexibility

Business owners to profit from pension flexibility Business owners looking to extract surplus profits from their business will be looking forward to April’s new pension income flexibility. Not only will pension funding remain the most tax efficient way to...

10 good reasons to pay into a pension before April

There are less than three months to go before the new pension freedom becomes reality. With the legislation now in place, the run up to April is time to start planning in earnest to ensure you make the most of your pension savings. To help, here are 10 reasons why you...

Changes to the UK State Pension

The Department for Work and Pensions has just launched a new campaign to explain the new single-tier state pension. The new single-tier state pension, which will replace both the basic state pension and the state second pension (S2P) is now only 16 months away. While...

ISA inheritability makes ‘allowance’ for your spouse

Details have begun to emerge on how the new inheritable ISA rules will operate. And the good news is that it will be achieved by an increased ISA allowance for the surviving spouse rather than the actual ISA assets themselves. This means clients won’t have to...