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24th November 2020

How Might the US Election Impact Your Investments?

Voters have turned out in record numbers and there are clearly strong feelings on both sides. As with any world event, there will be an impact on the economy, and as a result, financial markets. But how is this election likely...

24th November 2020

What is ESG Investing and Why Should You Consider it for Your Portfolio?

Ethical investing has been around for many years, but has not always been considered mainstream. Most investment companies offered one or two ‘ethical’ options, which were generally equity-based rather than covering a range of risk appetites...

24th November 2020

5 Errors to Avoid When Creating Your Estate Plan

When most people think about a financial plan, they think about pensions, investments and achieving their lifetime goals. Estate planning is often a lower priority, which is understandable. After all, no one wants to think about what will happen...

24th November 2020

Choosing an Investment Strategy for Your Pension

Your pension might be the most important investment you ever make. Your retirement plan should help you achieve your goals and maintain financial security in your later years. Pensions are more flexible than they have ever been, and can provide...

14th May 2020

Beware of COVID-19 pension scammers

Whilst we are largely seeing the COVID-19 situation bring out the best in the majority of people it has also unearthed some of the very worst - those people who see the current crisis as an 'opportunity' to con older people out of their life savings.

1st May 2020

The COVID-19 pandemic

The spread of COVID-19 has changed the outlook for everyone. It’s a worrying time for everyone looking to safeguard livelihoods and financial futures.

26th March 2020

Our offices may be closed, but you can still contact us

In what continue to be challenging, unique and unprecedented times our offices are now both closed following Monday evening's announcement by the Prime Minister. Our team are now working almost entirely from home to support our clients

18th March 2020

Covid-19 and our services

In light of the latest advice issued by the government on Monday 16th March, we have issued the following statement:

15th January 2020

Simplifying the inheritance tax rules

Major changes to inheritance tax (IHT) are proposed by the government’s Office of Tax Simplification (OTS) which could alter your estate planning

16th December 2019

Planning ahead for income in retirement

One of the best tools for looking at the future is using long-term cash ﬂow planning to project expenditure and the income needed to meet it in retirement

27th November 2019

Many are still under-saving for retirement

Auto-enrolment has increased the number of people in workplace pensions, yet review suggested around 12m people are still under-saving for retirement.

19th November 2019

Taking a long-term view with investments?

Brexit and tensions in various parts of the world have unsurprisingly all made private investors have become more nervous about long term investments.

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COVID-19 - BUSINESS AS USUAL (WELL ALMOST!)The need for good financial advice has not gone away and we have worked hard to ensure that we can continue to provide advice during this period. Our team are now working safely from home but with video, email and telephone communication, we will continue to provide the usual high standards of service to our existing clients – as well as welcoming new enquiries. Clients may contact us through reception, email or mobile phones. If you are looking for financial advice please use the “contact” link on our website or telephone 01246 559955 or email simon@shorts.uk.com