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Ancojada Group
Jun 21, 20212 min read
Investment Performance Review - May 2021
This year it seems a new theme dominates investor sentiment every two months and this month was no different with inflation being the...
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Ancojada Group
Jun 17, 20212 min read
Unhappy Families – Challenging Inheritance Issues
The outcome of a recent High Court case is a warning for anyone challenging a will. As inheritances become more valuable, the number of...
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Ancojada Group
Jun 8, 20212 min read
An investment sector reshuffle
The fund performance league tables have gained over 530 new funds since April. The fund performance league tables have gained over 530...
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Ancojada Group
Jun 4, 20212 min read
Lessons from London Capital & Finance
One of the last decade’s more infamous financial scandals has finally reached a conclusion. The name of London Capital & Finance Plc...
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Ancojada Group
Jun 1, 20212 min read
Are ISAs past their best-before dates?
The role of Individual Savings Accounts (ISAs) has changed since they were launched over 20 years ago, so are they still worth having?...
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Ancojada Group
May 28, 20212 min read
Who would you trust to look after your interests?
Lasting Powers of Attorney (LPA's) are legal documents drawn up and registered with the Office of the Public Guardian to give another...
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Ancojada Group
May 26, 20212 min read
The Key to Happiness
Some dream of winning the National Lottery in the sure knowledge that they will live happily ever after. Some look for love – which...
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Ancojada Group
May 25, 20212 min read
April was the month of benefit increases
State pensions and the National Living Wage both increased in April. April is the month when state benefits are uprated – unless they are...
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Ancojada Group
May 20, 20212 min read
Retiring in 2021… or beyond?
A recent survey of people who have or plan to retire in 2021 provides interesting insights, whatever your intended retirement year. The...
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Ancojada Group
May 13, 20212 min read
Tax Revenue Down For The First Time Since 2008 Financial Crash
HMRC release tax collection statistics for March and for the 2020/21 tax year today, revealing the first fall since the financial crisis...
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Ancojada Group
May 10, 20213 min read
How Ethical Investing Can Help Your Money Matter
Do you know what your money is doing tonight? If you’re in favour of protecting the environment and avoiding investments in the ...
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Ancojada Group
May 4, 20212 min read
Should you incorporate your business?
The planned increase in corporation tax has changed some of the mathematics on incorporation. The Budget announced a significant change...
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Ancojada Group
Apr 30, 20212 min read
ESG comes into its own
Three letters, ESG, have become a major driving force in investment decisions. ESG – environmental, social and governance –...
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Ancojada Group
Apr 27, 20212 min read
Global Dividends in 2020
A recent report showed that global dividend payments held up much better than those in the UK in 2020. For investors in UK shares and...
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Ancojada Group
Apr 26, 20212 min read
Happy New Tax Year of 2021/2022
The new tax year means new savings opportunities, new tax windows opening and changes in allowances. Here are a few updates relevant for...
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Ancojada Group
Apr 22, 20212 min read
What do points make?
Well according to the late Sir Bruce Forsyth the answer would have been "Prizes" but today points can be really important if you want to...
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Ancojada Group
Apr 22, 20215 min read
Recovering Financially From The Covid-19 Pandemic
The UK is slowly emerging from the latest raft of Covid-19 restrictions and so far at least, the various required steps in the...
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Ancojada Group
Apr 21, 20212 min read
Tax Day 2021
The Spring Budget on 3 March was not the end of the taxing story. The run up to the March Budget was accompanied by much press...
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Ancojada Group
Apr 16, 20212 min read
The Twenty-Year Inheritance Tax Freeze
The freeze on the inheritance tax (IHT) nil rate band will mean more tax from more estates. In March 2006 the then Chancellor, Gordon...
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Ancojada Group
Apr 9, 20212 min read
Almost £20 Billion in Pension Funds “Missing” in the UK
Are you one of the “one in three”? It is difficult enough to save enough income to provide for a comfortable retirement, so it is...
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