Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. New Year’s Review Key Themes Global stocks closed 2023 with their fourth largest annual return …
Disclaimer – Annuities are not for everyone and every situation. The tax regime can also change. This is not an inducement to commence an annuity or to invest. You should contact a qualified financial adviser to discuss whether an annuity would be right for you. In the current economic climate, annuities have looked even more …
As a society we are living longer. Our families and support networks are more widely dispersed. Navigating the world of care homes, Local Authorities and financial assessments is not only complex, but is becoming increasingly likely to be part of our future. The cost of care is not insignificant- typically, ‘basic’ care (without specialist nursing …
An Annuity is an income stream bought using a sum of money. The purchase price can be influenced by several factors such as your age, income needs and even your health. People often choose an annuity for the certainty it provides; your income can be fixed for a period of years, or even for the …
PLEASE NOTE THAT THE CONTENT OF THIS REVIEW SHOULD NOT BE CONSIDERED AS INVESTMENT ADVICE OR ANY FORM OF RECOMMENDATION. IF YOU REQUIRE INVESTMENT ADVICE, PLEASE DO NOT HESITATE TO GET IN TOUCH WITH A MEMBER OF OUR QUALIFIED TEAM. THIS ARTICLE WAS WRITTEN ON 6 DECEMBER 2023. Goldilocks Awakes Key Themes Last month we said …
Information correct as of 22 November 2023 Yesterday, Chancellor Jeremy Hunt delivered his Autumn Statement, which was in contrast to the sobering ‘state of the economy’ statement he gave this time last year. Since last year, inflation has fallen to 4.6%, more than half that at the same time last year, and this has handed the Chancellor …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. The End of Rising Rates? Key Themes October was another difficult month for investors – …
If you have recently received a letter from your Three Counties Financial Adviser regarding a recommended change to the asset allocation of our model portfolios to reflect the changing investment landscape, you will find below the associated documents we advise you read before you proceed with our recommendation. Once you have read these documents and …
It has been announced that taxpayers will now have an extra two years to make any additional payments to their National Insurance (NI), this enables people to make contributions to increase their state pension entitlements. The original cut-off point for voluntary NI contributions from April 2006 to April 2017 has now been extended to 5 …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. Sell-off Resumes Key Themes The first half of 2023 produced good returns from overseas stock …
