What does a financial adviser do?

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A financial adviser can help with your investment goals, but they can also offer many more ways to understand and make the most of your money. You might think that people who use financial advisers are just investing in the stock market or need someone to manage their portfolios. But a financial adviser can do […]

Why cohabiting couples should make a will

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When Tom and Pete bought their first property together, life couldn’t have been better. They both had good jobs pulling in decent salaries and were excited about spending the rest of their lives together. They chatted about making a will a few times, but somehow life always got in the way. Until one day, 10 […]

Key Dates For Your Finances 2022

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Now’s a good time to make sure your fully prepared for the financial year ahead. To make it easy we’ve summarised the key dates and facts and figures below. 1 April National Living Wage (for age 23+) rises from £8.91 to £9.50 National Minimum Wage rises to £9.18 (for 21-22-year olds), £6.83 (for 18-20-year olds), […]

Start of the tax year checklist

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The new tax year on 6 April 2022 is a great time to review your finances. The new tax year means annual allowances are reset and ready to be reused – to help you make the most of your money. This year more than ever, with interest rates and inflation on the rise, it’s a […]

Spring Statement Report 2022

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Chancellor Rishi Sunak has announced a limited package of support to help ease the cost-of-living crisis but resisted calls to scrap the planned National Insurance hike. Our Spring Statement report is available to download here –

Staying Calm in Turbulent Times – Video Update

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Staying Calm in Turbulent Times – Video Update Rohit Vaswani, Client Portfolio Manager shares views on some of investors’ concerns given the recent market volatility.Whilst markets are more volatile at the moment, we have seen episodes like these before and we look at back at history to understand what this means for those who are […]

Talking Points – Tax Year End

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We look at ways to make the most of your money in the run up to the end of the tax year, some of which could also give your children or grandchildren a financial headstart. Download our ‘Talking Points – Tax Year End’ below

Omnis February Market Update

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Investment Update – How Russia’s invasion of Ukraine has impacted markets. To read the update click the link below

10 ways to reduce your tax bill

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Being tax smart means knowing the basics about how tax affects your life and money. Here are 10 ways to reduce your tax bill, which could make your money go further for you and your loved ones. Personal savings allowance You’re entitled to receive some interest on your savings tax-free every year, depending on your […]