24th July 2017

Simply Wealth Newsletter Summer 2017

WHAT WILL BABY BOOMERS DO WITH THEIR WEALTH?  Although it has been suggested many grandparents are spending the kids inheritance, research1 shows that they are much more likely to be focused on passing money on to the next generation. Indeed, fears have been voiced that they are often putting the needs of other family members […]

3rd April 2017

Simply Money Newsletter Spring 2017

Savers looking to mix LISAS with pensions Savvy savers are planning to save both in their pension plan and in the Lifetime Individual Savings Account (LISA), following its launch this April. The new LISA has been designed as a savings vehicle for those aged 18 to 40 who want to save up to £4,000 a […]

Simply Wealth Newsletter Spring 2017

Why diversifying your assets could be the best strategy for 2017   As the government begins the process of leaving the EU, this year looks likely to mark a significant watershed for the UK economy and its relationship with the rest of Europe. On the international stage, there is considerable uncertainty about what the Trump […]

11th January 2017

Simply Wealth Newsletter – Winter 2016/17

WHAT’S YOUR FINANCIAL GAME PLAN FOR 2017? The New Year is a good time to review your finances and set goals for the coming 12 months. With the tax year end in April approaching, it makes sense to ensure you’re making the most of the various tax allowances available to you. SAVE AS TAX-EFFECTIVELY AS […]

Simply Home Finance Newsletter – Winter 2016/17

PROTECTION – MAKE 2017 THE YEAR YOU GET THE RIGHT COVER Life insurance may not be at the top of your shopping list, but arguably it’s one of the most important financial products anyone can take out, and one of the best ways of leaving loved ones provided for financially. Life and other protection insurance […]

15th December 2016

Simply Home Finance Newsletter – Autumn 2016

THE OUTLOOK FOR RESIDENTIAL PROPERTY Prior to the EU referendum, the London property market had shown some signs of cooling down. With the capital most likely to feel the immediate effects of Brexit, this doesn’t come as too much of a surprise; before the vote there was strong evidence that prices had been moderating in […]

Simply Wealth Newsletter – Autumn 2016

TEACHING YOUR KIDS ABOUT MONEY Financial habits are formed by the age of seven, according to research by Cambridge University1 for the Money Advice Service. By this age, the report says, most children in the UK are capable of complex functions such as planning ahead, delaying a decision until later, and understanding that some choices are […]