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Ancojada Group
Jan 30, 20212 min read
Capital gains tax: increases on the way?
A recent report could herald changes to capital gains tax. Last July the Chancellor asked the Office of Tax Simplification (OTS) to...
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Ancojada Group
Jan 30, 20212 min read
Fireworks in November!
November was an exciting month for the world’s stock markets. November was an exhilarating month on the world’s stock markets, as the...
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Ancojada Group
Jan 30, 20215 min read
Make it a Happy & Healthy New Year
Approach 2021 with renewed sense of optimism & resolve As we enter 2021, I doubt that any of us have ever been more sincere in our wishes...
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Ancojada Group
Jan 30, 20212 min read
China: ever larger, ever changing
The Chinese stock market broke the $10 trillion barrier in October. The total value of China’s stock markets in Shanghai and Shenzhen...
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Ancojada Group
Jan 30, 20212 min read
Can you afford to retire if you’re self-employed?
New research shows the majority of the self-employed are not saving for retirement. Here’s a quick quiz: Are you self-employed? If so,...
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Ancojada Group
Jan 30, 20212 min read
Some light in the dividend tunnel
A recent report on UK dividend payments suggests the worst of the cuts may be over. First, the bad news: In the third quarter of 2020,...
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Ancojada Group
Jan 30, 20212 min read
Could there be a link between investing and wellbeing?
Money is of course top of the list when it comes to issues most people worry about. Whether it’s regarding short-term finances or our...
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Ancojada Group
Jan 30, 20212 min read
Triple lock survives – for now
The government has acted to ensure state pension increases can happen next April. The Basic State Pension (BSP) and the New State Pension...
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Ancojada Group
Jan 30, 20212 min read
Market update: a quieter quarter
The third quarter of 2020 saw share markets calmer than in the previous two. For many, 2020 has not been a year they will want to...
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Ancojada Group
Jan 30, 20211 min read
Financial Planning is no longer a Taboo Topic
Around 40% of people have discussed financial planning with family or friends in the past year as the topic becomes more mainstream,...
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Ancojada Group
Jan 30, 20212 min read
Another Autumn Budget deferred
After heavy hinting from the Treasury for some weeks, the expected Autumn Budget has been pushed into spring 2021. Since the March Budget...
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Ancojada Group
Jan 30, 20213 min read
5 Financial fears and how to overcome them
If Frankenstein and Freddy Krueger haven’t frightened you enough during Halloween last weekend, try confronting something more tangible...
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Ancojada Group
Jan 30, 20212 min read
Pensions, Transfers, Death Benefits and Inheritance Tax
The Supreme Court has handed down a long-awaited decision on a complex case. Mrs Staveley died in December 2006, but it was only in...
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Ancojada Group
Jan 30, 20213 min read
5 ways to look after your finances in a recession
5 top tips for taking care of your finances today. The UK is in recession for the first time in 11 years. A recession is declared when...
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Ancojada Group
Jan 30, 20212 min read
Dividends fall by over 50%
Dividends paid by UK companies dropped dramatically in the second quarter of the year. The impact of the Covid-19 pandemic on dividend...
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Ancojada Group
Jan 30, 20213 min read
Your Pension Plans..…Is it time to take control?
As a young IFA back in early 1991, I sat down with a client who I had known for some three years at that point, to review his pension...
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Ancojada Group
Jan 30, 20212 min read
The 3 Secrets Of The Happiest Retirees
(And How You Can Plan For Them) No matter where they live, what they did with their lives, or how much money they have, there are three ...
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Ancojada Group
Jan 30, 20212 min read
Calling time on the triple lock?
The state pension triple lock may not survive much longer. The impact of Covid-19 on earnings could mean a change in the way that state...
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Ancojada Group
Jan 30, 20212 min read
Should you review your pension fund withdrawals?
The fall in world stock markets has cut the value of many pension pots. Which would you choose as investment performance, assuming a...
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