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The Ins and Outs of Market Indices

by Dan Eatch | Dec 14, 2018 | Investments, Tax planning, Wealth planning

Stock market indices change more than you might imagine – despite their iconic image.

Thinking of Making Lifetime Gifts?

by Dan Eatch | Nov 30, 2018 | Protection, Savings, Tax planning, Wealth planning

If you’re considering making gifts, make sure all your inheritance tax (IHT) liabilities are covered.

Shedding Light on Fund Fees

by Dan Eatch | Nov 16, 2018 | Investments, Protection

Despite renewed pressure on fund managers to be more transparent on fees, the jargon can make it hard for investors to understand exactly what they are paying

Auto Enrolment Six Years On

by Dan Eatch | Nov 2, 2018 | Auto enrolment, Pensions

Pension savings have grown after six years of automatic enrolment, but more progress is required to provide most people with adequate funds for retirement.