Month: November 2013

The information contained within, including references to taxation, legislation, regulation, or any other issues or concerns may no longer apply. This information is pre-published.

November Market Commentary

October was another good month for world stock markets, with all the major markets except China and Japan making gains. Despite the continuing disagreements between the President and Congress, the US Dow Jones index reached another record high – even though the agreement to end the financial stalemate and keep the country solvent came at […]

How are we spending our disposable income?

In the September 2013 five week reporting period, the amount spent in the UK retail industry was £33.9 billion, according to the ONS (Office of National Statistics). This compares with £26.9 billion in the four weeks of August 2013 and £32.9 billion in the five weeks of September 2012, equating to an average weekly spend […]

Ten things to do to make sure you can live on your pension

It pays to be prepared as retirement nears – be prepared for change and the inevitable decision-making. The Money Advice Service recommends that from about two years out, you should start thinking about your options and planning for the choices you’ll need to make. Consider getting professional advice because there are decisions that will shape […]


Is a potential property boom about to equal an Inheritance Tax boom?

As long as house prices rise faster than inflation, your home is likely to be the most significant contributor to the valuation of your estate. As property prices find a way to rise again, and news of a potential bubble continues to surface, the danger for some of us will be that the value of […]