Government guidance body launches five goals
A new UK-wide strategy to transform the country’s financial well-being in a decade has been launched by the Money and Pensions Service (MaPS) under its government mandate.

The UK Strategy for Financial Well-being sets out a ten-year vision to improve millions of lives and includes five priority areas to help people make the most of their money and pensions. The strategy is aimed at transforming the lives of many individuals, benefitting communities, businesses, the economy and wider society. Continue reading →

Social and environmental good as well as financial returns
Building wealth for the future is important, but increasingly people want their investments to do more than make money. Investing ethically means different things to different people.

According to a new global survey[1], almost eight out of 10 millennials now prioritise socially responsible and impactful investing. Environmental, social and governance issues are now their top priority. They understand that it is perfectly possible – and increasingly necessary – to make a profit while positively and proactively protecting people and the planet. Continue reading →

What should I consider before the end of this tax year?
The end of the 2019/20 tax year is fast approaching, and there are a number of valuable allowances and reliefs that will be lost if they are not used before the deadline.

These opportunities include, but are not limited to, four important areas of tax planning. We’ve summarised these allowances below and suggest that if appropriate to your particular situation, these areas should be reviewed before 5 April 2020. Continue reading →