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July 2022 Investment Bulletin

Economic Outlook The economic outlook is as bleak as we have seen it since 2007.   These are the worst returns provided by...

The Chancellors Spring Statement

Chancellor Rishi Sunak has delivered his spring statement, which we have summarised for our clients. We have only commented on English taxes....

NS&I Slash Interest Rates

NS&I have announced a zero interest rate policy commencing November 24th 2020. Not only is this unprecedented but, in addition to a...

Budget Summary

The 2020 March budget has all but been forgotten amidst the current Covid-19 pandemic. The following is our summary of the key...

Mistley Thorn Retirement Seminar

Are you really sure that you, and your ‘nearest and dearest’, are making the right decisions for a happy financial future? One...

It’s Gold For Swallow

Swallow Financial Planning has been awarded the Pension Transfer Gold Standard by the Personal Finance Society.  Whilst a voluntary code, there are...

The Boris or Bust in Business

This week has marked a shift in the political landscape. With Boris at the helm, Britain can expect a boisterous, vocal leadership...

Will My Money Last My Lifetime?

For our retired clients, the biggest question is often ‘will my money last my lifetime?’. By tackling this in advance, expert retirement...

Life in the Lifetime Allowance

For those making substantial provision for their retirements, you will have no doubt mourned the steady decline of the lifetime allowance since...

Autumn Budget Updates

Following this year’s Autumn Budget, we have prepared our usual bulletin summarising the key changes which may affect you in the coming...