Client News
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August 2024
What Information Should You Collect For Your Tax Return?
For a tax return, particularly for those with complex financial affairs, having comprehensive and accurate data is crucial. Here is a list of the most important information and documents you will need: Personal Information National Insurance Number: Your unique identifier for tax and benefits purposes. Unique Taxpayer Reference (UTR): Your personal tax reference number. Personal…
Mastering The Art Of Budgeting
Times have been unusually tough for a lot of people in recent years. Even people with a decent income have been squeezed by inflation. For them, the process of budgeting extends beyond mere expense tracking. It’s about strategically managing resources to sustain and grow wealth, aligning spending with values, and preparing for future financial goals….
Why Timing The Market Is So Tough
When investors try to make a quick return by predicting the top or bottom of a financial market, to invest at the optimal moment, it’s often referred to as ‘timing the market’. It sounds like a great idea, but timing the market is notoriously difficult for several reasons, even for professional fund managers. Here are…
August Market Commentary
July 2024 was a big month for politics with the UK election decided and some major twists and turns in both the US and France. The Bank of England have cut rates, the Fed kept the rates at the same level but there is an increasing expectation that they will cut them in September. The…
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