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Market Commentary Q2 2022
It Will Be Romantic A few years back Mrs R and I (though more Mrs R, if truth be told) thought it would be an excellent idea to buy a house that needed a little work. By little, I mean, lots. Mrs R, having watched a few episodes of Grand Designs proclaimed, “it’s only...
Should I continue to fund pensions if I have Lifetime Allowance problems?
When looking at the Lifetime Allowance things are not as simple as they seem. The case study below looks at some of the things to consider. Mr Bloggs is a 57-year-old consultant surgeon with the NHS. His wife is 52 years old and works for a pharmaceutical company,...
What habits might work against my financial future?
We all have heard the phrase ‘Humans are creatures of habit’. However, do habits help or hamper us when we think about money? Habits are behaviours and preferences we develop based on our views and belief systems. They are mental shortcuts or scripts that help us to...
What effect could wars have on my planning?
It goes without saying that war is a humanitarian tragedy. We are not ignoring this, but many may worry about the impact of war on their planning and their portfolio. We will not aim to give any geopolitical or strategic commentary. That is not, and never will be, an...
Market Volatility – Russian Invasion of Ukraine
There is no doubt that a Russian invasion of Ukraine would have spooked global financial markets and oil prices. This is evident in how the global stock markets fell on Thursday (24 February) while oil prices rocketed. On Friday (25 February), the markets recovered....
What should I do with the pension I have inherited?
Inheriting a sizeable pension can dramatically alter a lot of financial plans. So how should someone make sense of the options available and use this money wisely? What is an inherited pension? When someone dies with money in a pension pot, this will usually pass down...
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