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Cashflow Modelling
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What is cashflow planning?

What is cashflow planning? Cashflow planning is the process of looking at your current financial situation and planning ahead for the future. So whether you’re

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News
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Happy New Tax Year!

Today, 6th April marks the beginning of the new tax year and a brand new 365 days of tax planning opportunities! But why the 6th

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News
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Happy Easter!

It seems like far longer than one year since we last wished our clients a Happy Easter! Here’s hoping everyone has a Happy Easter and

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COVID
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COVID update

On Thursday, the UK government approved the first stage of lockdown easing. “Step one” of the government’s lockdown easing schedule will formally begin on Monday

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Financial Planning
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Tax Year End

Tax Year End – 5th April 2021 It’s that time of the year again and what a year it’s been. We’re going to skip the

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Service
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One of those days

Various digital and cellular services we use are degraded today: Today, 10th March, the following services are degraded: O2 cellular network and the virtual networks

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Investing
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Reflections: Daughters

Today was International Women’s Day – the annual global commemoration of the cultural, political, social and economic achievements of women, and, a day of focus

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economy
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Spring Budget 2021

Shortly after 12.30 this afternoon Rishi Sunak, Chancellor of the Exchequer, delivered his second budget to parliament. The Chancellor’s delivery of the budget to the

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Service
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Oops

Paul C was trying to set a land-speed record on his bike this evening when a gang of potholes mugged him and threw his mobile

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economy
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Going down?

Our article of 14th August 2020  was titled “Negative Interest Rates?” – one of our less ambiguous titles! In that article, we linked back to

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Retirement
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Minimum Pension Age

In our article of 30th September, we reminded readers of the 2014 government announcement that the access to schemes such as personal pensions would be

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Service
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Old Mutual Wealth Clients

Some of our clients have assets (investments & pensions) held with Old Mutual. Over recent months these clients, like us, have suffered degraded digital access

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News
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Self Employed?

Self Employed? As it’s self-assessment day, we thought we publish some thoughts focused specifically on the nuances which face those of our clients with self-employment.

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COVID
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COVID UPDATE

Whilst our outlook for the latter part of 2021 remains very positive, like many readers of this COVID UPDATE we do have a sense of

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News
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Happy New Year

2019 was dominated by political squabbling about BREXIT culminating in a general election allowing Boris to move into number 10. Most of us hadn’t heard

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COVID
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The WHO playbook

Many of you let us know how you appreciated us giving some webspace to support the World Health Organisation’s “Mr Bean” public health messaging of

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Service
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Christmas Hours

Other than on the three statutory Bank Holidays, most of our team will be working to some extent over the festive period. DATE Monday 21

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News
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Email Outage

We’ve been experiencing a much-degraded email service since 11.22 am Monday 14th December as a consequence of Alphabet Inc’s ongoing global infrastructure problem. If your

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Divorce
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