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2021 review 2021 review from Balance Wealth Planning

Reading Time: 6 minutes 2021 has been another ‘interesting’ year, with more highs and lows. But before setting our sights on any goals for 2022, now is the perfect time to look back and…

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Investment markets – Don’t panic

Reading Time: 3 minutes What has been going on? As you will no doubt have seen, the investment markets have been back in the news over the last week. We’ve seen a familiar series…

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3-tax-tax-tax-latest-updates Tax, tax, tax! Latest updates…

Reading Time: 4 minutes With the Self Assessment tax deadline looming, and the end of the financial year on the horizon, it’s time to consider your tax liabilities. If you’re running a successful business,…

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5-bhs-pension-how-safe-are-final-salary-pensions BHS Pension: how safe are Final Salary Pensions?

Reading Time: 3 minutes The BHS pension has hit the news again last week. Dominic Chappell, Director of Retail Acquisitions, the company that previously bought BHS for just £1, is being questioned in court…

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6-seeking-sunshine-time-for-a-holiday Seeking sunshine? Time for a holiday…

Reading Time: 3 minutes Did you know that travel booking tends to peak on Boxing Day? For many of you, the new year can be the perfect time to think about next year’s holidays….

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7-financial-roundup-of-2017-looking-ahead Financial Roundup of 2017 & Looking Ahead

Reading Time: 4 minutes 2017 has been an interesting year in terms of both politics and economics. Following the Autumn Statement (for a summary, please read our recent blog), there could be some changes…

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new-staff New faces and anniversary celebrations for us!

Reading Time: 2 minutes We are delighted to announce that we have recently added five new employees to the team, and are recruiting currently recruiting for three as we celebrate completing our third year…

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9-productivity-and-investments Productivity and Investments

Reading Time: 2 minutes In the recent Autumn Budget, the Chancellor Philip Hammond reported slow productivity, which may be cause for some to worry about what the effect would have on their UK investments….

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10-the-impact-of-unexpected-life-changes The Impact of Unexpected Life Changes

Reading Time: 3 minutes What if the worst does happen? We all try to avoid thinking about any nasty surprises that may affect us, but nothing in life is certain except death and taxes….

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11-autumn-budget-2017-what-you-need-to-know Autumn Budget 2017: what you need to know

Reading Time: 4 minutes On Wednesday 22 November, Chancellor Phillip Hammond delivered the 2017 Autumn Budget. The main highlights include changes to stamp duty for first-time buyers, updates on the economy, and increased investment…

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12-increased-interest-rates Increased interest rates

Reading Time: 3 minutes Last week, the Bank of England raised interest rates from 0.25% to 0.5%. This is the first time in over 10 years we have seen such a rise. Over the…

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13-what-is-peer-to-peer-lending What is Peer to Peer Lending?

Reading Time: 3 minutes Everyone seems to be talking about peer-to-peer lending these days. Also known as P2P lending, this is where money is loaned to businesses (or individuals) online, using systems that match…

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14-aware-of-the-big-changes-to-dividend-tax Aware of the Big Changes to Dividend Tax?

Reading Time: 2 minutes In the Spring Budget 2017, the Chancellor announced that the tax-free Dividend Allowance would reduce from £5,000 to £2,000 in January 2018. Previously, basic rate taxpayers were not required to…

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15-wills-the-role-of-an-executor-trustees Wills: The Role of an Executor & Trustees

Reading Time: 3 minutes Writing or updating your Will can be a complex matter, especially as there are certain roles and responsibilities that you will need to give to specific people. Not only do…

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16-how-to-avoid-and-spot-pension-scams How to Avoid and Spot Pension Scams

Reading Time: 3 minutes Pension scams have hit the headlines again this week. In recent years, “pension freedoms” have enabled more and more people to get caught up with suspect ‘investments’, where bogus companies…

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17-top-10-fun-ways-to-spend-your-money Top 10 Fun Ways to Spend Your Money

Reading Time: 4 minutes You’ve worked hard to acquire your wealth, so have you thought about how you could spend your money? In this article, we look at some fun and interesting purchases to…

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