A year is a long time in politics! New Gresham Masterclass

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After what has been a fascinating year in politics, both at home and overseas, we’re delighted to be holding a new Masterclass later in the month to reflect recent events and their impact. Following on from his visit in June last year prior to the Brexit referendum, we’re delighted to be welcoming Alastair Irvine back…
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How Biases Affect Investor Behaviour

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In February, we held a masterclass for professional contacts on the topic of risk. One of the areas we looked at during the CPD session was attitude to risk when investing; in particular, the different effects our existing biases can have on the way we approach financial planning decisions. Behavioural finance is a rapidly growing…
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A Quick Guide to Allowance Changes for 2017/18

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Income tax threshold increases The personal allowance for income tax is going up to £11,500. Alongside this, the basic rate limit will be increased to £33,500, meaning higher rate tax will only be payable on earnings over £45,000.   The rates are slightly different for those residing in Scotland with the basic rate limit being set…
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Reasons to Pay into Your Pension Before 6 April 2017 – Part 2

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Last week we looked at 5 reasons to consider paying into your pension for in the current tax year before the clock ‘resets’ on 6 April 2017. Here we look at a further 5 reasons. For additional advice or assistance in relation to pension contributions, please do not hesitate to contact us. Dividend changes for…
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Reasons to Pay Into Your Pension Before 6 April 2017 – Part 1

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The end of the current tax year is looming meaning you only have a limited time left to make arrangements to pay into your pension for 2016/17. Whether you are an employee, an employer or a company director, there are some compelling reasons to look at making additional pension contributions this side of the tax…
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