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How to identify the responsible investment opportunities that are right for you

Tuesday 22 June 2021 Responsible or ESG (environmental, social and governance) investing is growing and it may be something you’re thinking about incorporating into your investment portfolio. But how do you know which opportunities are right for you? According to Alternative Investment,... Read more

Inheritances left behind are growing – could you be affected by Inheritance Tax?

Tuesday 22 June 2021 Inheritances are growing and becoming more important to household wealth, research finds. As the Inheritance Tax (IHT) thresholds are now frozen for five years, it’s essential those planning to leave money and other assets behind for loved ones consider the impact that tax... Read more

Over 55s planning once in a lifetime experiences, but could finances hold back aspirations?

Tuesday 22 June 2021 While the mantra might be “life begins at 40”, over 55s are planning to live their life to the fullest as Covid-19 restrictions lift. Retirement might be associated with taking it easy and putting your feet up, but over 55s are planning to explore new places and tick other... Read more

How to check if you’re owed anything from the State Pension

Tuesday 22 June 2021 You may have seen the recent news that thousands of people have been underpaid by the State Pension. If it’s affected you, it could mean you’ll receive a lump sum and higher State Pension payments in the future. Read on to find out more and how you can check if you’re owed... Read more

Investment market update: April 2021

After a year of lockdowns and restrictions, evidence suggests economies around the world are now on the path to recovery, although uncertainty and challenges remain. The International Monetary Fund (IMF) once again increased its growth forecast for the global economy in April. The organisation... Read more

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