An update on the markets from Brian Tora and our investment partners JM Finn. The Fly in the Ointment After a recent dip, the FTSE 100 Share Index has been heading up towards new high ground – which is more than can be said about the pound. Growing fea …
From 6th April the new Financial Year, there will be new rules for taxing dividends and payment of interest on bank deposits that will fundamentally change what assets you can hold in different wrappers. Banks & Building Societies will pay interest gro …
Our Director of Financial Planning Gemma Williams provided commentary for BBC Wales on Budget day. Here’s her personal commentary on the Budget and what it means for you. Budget Update Budget day could be likened to entering the Grand National- there a …
Welcome to the final day of 7 days of our New Year money tips – today we look at the benefits of reviewing your pension. Organise your pension The writing is on the wall for up to 5m pension savers, currently enjoying higher-rate tax relief on their pe …
Welcome to day 6 of 7 days of our New Year money tips – today we look at the benefits of selling your unwanted possessions. Time for a spring clean Are you struggling to find a home for all of those new Christmas gifts? Instead of creating more clutter …
Brian Tora from JM Finn & Co gives his insightful market commentary for UNIQ Family Wealth: A challenging start to the New Year The New Year got off to a tricky start for investors. Not that 2015 could be viewed as the easiest of years. The FTSE 10 …
Welcome to day 5 of 7 days of our New Year money tips – today we look at the benefits of overpaying your mortgage. Overpay your mortgage With interest rate rises potentially looming it may not be long before the lower rates we have become accustomed to …
