Serenity

Hints and Tips for the Tax Year End

February 27, 2014 by TIna

As always, the end of the tax year is an important date in anyone’s financial planning calendar. In most cases, tax allowances end with the tax year: making the best use of them while they are available can mean a big difference to the eventual returns from your savings and investments.

We have therefore put together some hints and tips which will hopefully guide your financial planning as the end of the tax year approaches – but as always, if you have any questions on any of the points below don’t hesitate to get in touch with us.

The Boomerang Generation and its effect on the housing market

February 27, 2014 by TIna

Category: Economy & Lifestyle & Uncategorized

According to figures released by the Office for National Statistics (ONS) in January 2014, an ever-growing number of adult children are continuing to live in the family home rather than moving out to get a place of their own. The ONS reports that the number of adult children still living with their parents has risen 25% since 1996.

Boomers boost Britain’s bottom line

February 27, 2014 by TIna

Category: Economy & Uncategorized

A recent Saga report evidences how British baby-boomers are helping to keep the economy afloat. This iconic generation, the post-war babies that grew up to revolutionise popular culture, makes up just over a third of the UK’s population, but punches above its weight when it comes to spending its wealth.

We are a nation of worriers but are we worrying about the right things?

February 20, 2014 by TIna

Category: Investments & Lifestyle & savings & Uncategorized

Britons spend more time planning their next holiday, haircut and shopping excursions than they do making preparations for their financial future, according to a new study by Scottish Widows, examining the long-term worries of the nation. The survey of 2,000 people conducted by One-Poll in December 2013 and January 2014, indicates that we may be trapped in a vicious circle of our own making, as the things we worry about most are also the things we tend to put off planning for.

The Year of Hard Truths – A Look Ahead to the 2014 Budget

February 16, 2014 by TIna

Category: Economy & Uncategorized

Chancellor of the Exchequer, George Osborne, will deliver the 2014 Budget on Wednesday, 19th March – little more than three months after he delivered the Autumn Statement.

When Osborne delivered his Budget in March 2013, the news for the UK economy wasn’t particularly good – in fact, many commentators were worrying about the UK slipping back into a ‘triple-dip recession.’ Since then, the forecasts and figures are much improved and in December, the Chancellor was able to predict growth of 1.4% in 2013 and 2.4% in 2014.

Venture Capital Trusts and Enterprise Investment Schemes Compared

February 09, 2014 by TIna

Category: Investments & Uncategorized

Both are high risk investments – but both have the potential of high reward…

Let’s start with some facts. A Venture Capital Trust (VCT) is an investment vehicle quoted on the stock market, like an investment trust. The VCT scheme is designed to encourage investment in smaller, normally higher risk companies, often including start-up companies.

Our insights

Hints and Tips for the Tax Year End

The Boomerang Generation and its effect on the housing market

Boomers boost Britain’s bottom line

We are a nation of worriers but are we worrying about the right things?

The Year of Hard Truths – A Look Ahead to the 2014 Budget

Venture Capital Trusts and Enterprise Investment Schemes Compared

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