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Breaking news from the Bank of England
It was an interesting day for announcements from the Bank of England, although possibly none that can be genuinely considered to […]
Julia Docker
Feb 4, 20162 min read


Reform stamp duty surcharge proposals
It’s easy to get the impression that chancellor George Osborne isn’t the biggest fan of private landlords. In his recent […]
Julia Docker
Feb 2, 20163 min read


What’s the appeal of equity release?
New figures published by the Equity Release Council have revealed that a record amount of housing wealth has been unlocked […]
Julia Docker
Jan 26, 20162 min read


Do you know how much you spend each year?
Do you know how much you spend each year? Understanding your household expenditure is an important part of a Financial […]
Julia Docker
Jan 25, 20162 min read


What would you do with a £100,000 inheritance?
Relying on an inheritance to realise your financial goals in life might not be the smartest strategy. I wrote last […]
Julia Docker
Jan 20, 20162 min read


Are you ready for a rate rise?
It’s been nearly seven years now since the last rate rise by the Bank of England. The latest forecasts from […]
Julia Docker
Jan 18, 20162 min read


Fear of change and Financial Planning
After spending the past 16 years working in the world of retail financial services, I’ve become used to fairly constant […]
Julia Docker
Jan 11, 20162 min read


Things I learned from the Personal Finance Society regional conference
Up until now I’ve always started each year with a clean slate and a fresh set of aims and objectives. […]
Julia Docker
Jan 8, 20165 min read


Understanding the new Personal Savings Allowance
Starting in April 2016, a new Personal Savings Allowance will mean 95% of taxpayers no longer pay income tax on […]
Julia Docker
Jan 7, 20162 min read


How to save yourself from financial anxiety
How can you save yourself from financial anxiety? Financial anxiety is on the rise again in the UK, returning to […]
Julia Docker
Jan 5, 20162 min read


Introducing our new Financial Planning Director
We are pleased to announce that Shelley McCarthy has been promoted to become our new Financial Planning Director. Shelley, a […]
Julia Docker
Jan 4, 20161 min read


Consumer confidence on the rise
Consumer confidence on the rise is always an interesting measure of economic health. When confidence is trending up, consumers are […]
Julia Docker
Dec 23, 20152 min read


Life begins at 61
Financial Planning is little about the money and lots about what the money allows you to do with your life. […]
Julia Docker
Dec 14, 20152 min read


Bah! Humbug! for Christmas spending
The Dickens character Ebenezer Scrooge was a cold-hearted miser who despises Christmas. In one of the most vivid character descriptions ever […]
Julia Docker
Dec 9, 20152 min read


House prices expected to rise in 2016
How much will your house be worth by the end of next year? In one respect, it doesn’t really matter. […]
Julia Docker
Dec 7, 20152 min read


Six key tax announcements at the Autumn Statement
George Osborne was on his feet for over an hour to deliver his Autumn Statement and Spending Review last Wednesday. […]
Julia Docker
Dec 1, 20153 min read


Autumn Statement 2015 Briefing Note
Following the Autumn Statement and Spending Review at lunchtime today, we have published a free briefing note describing the main […]
Julia Docker
Nov 25, 20151 min read


Relying on both incomes to survive
If you’re part of a couple, do you rely on both incomes to survive? According to a new study by […]
Julia Docker
Nov 24, 20152 min read


Who wears the financial trousers in your house?
Who wears the trousers in your household when it comes to personal finances? Two thirds of UK households take joint […]
Julia Docker
Nov 19, 20152 min read


Falling inflation could mean rock bottom interest rates remain
Price inflation as measured by the Consumer Prices Index (CPI) has fallen by -0.1% in the year to October. The […]
Julia Docker
Nov 18, 20152 min read
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