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Week in review: Friday 10th July 2015
The office was closed today as we celebrated our 21st birthday with some local clients and professional contacts in Cranleigh. […]
Julia Docker
Jul 10, 20152 min read


ICP031 – China Syndrome, Postponing Caps & Emergency Budget
This week in episode 31 of the Informed Choice Podcast, Martin talks about a stock market plunge in China, why […]
Julia Docker
Jul 10, 20152 min read


Summer Budget 2015 & Pensions
What did the Summer Budget have to say about pensions? Following the introduction of new pension freedoms in April, we […]
Julia Docker
Jul 9, 20152 min read


Summer Budget 2015 & Inheritance Tax
We already knew about the inheritance tax changes announced in the Summer Budget, as they featured in the Conservative election […]
Julia Docker
Jul 9, 20152 min read


10 things parents should know about tax-free childcare
A big announcement last March was the extension of tax-free childcare by £2,000 per child and for all children under 12. […]
Julia Docker
Jul 9, 20153 min read


Summer Budget 2015 Briefing Note
Following the Summer Budget at lunchtime today, we have produced a free briefing note summarising the main personal financial planning […]
Julia Docker
Jul 8, 20151 min read


Live Blog – Summer Budget 2015
George Osborne will be presenting his Summer Budget to the House of Commons on Wednesday 8th July 2015. In our […]
Julia Docker
Jul 6, 20153 min read


How to stay safe from scams
One of my colleagues is currently working with a couple who appear to have received a pretty raw deal from […]
Julia Docker
Jul 6, 20152 min read


Week in review: Friday 3rd July 2015
Well, we survived the heatwave this week. Our office in Cranleigh at Sundial House wasn’t built for hot weather, so […]
Julia Docker
Jul 3, 20152 min read


ICP030 – The cost of a housewife
This week in episode 30 of the Informed Choice Podcast, Martin talks about what people want from the emergency Budget […]
Julia Docker
Jul 3, 20152 min read


Monthly Investment Update – July 2015
The FTSE 100 index of leading UK company shares ended June at 6,520.98, falling by 463.44 points or 6.64%. European […]
Julia Docker
Jul 1, 20153 min read
Jam tomorrow & emergency Budget support
“The rule is, jam to-morrow and jam yesterday – but never jam to-day.” So said the White Queen to Alice […]
Julia Docker
Jul 1, 20152 min read


Making a second-hand annuity market work
Back in March, George Osborne revealed details of his plans for a second-hand annuity market. This would give existing pension […]
Julia Docker
Jun 30, 20152 min read


Greece crisis reaches boiling point
It’s taken several years to get here, but the Greek debt crisis appears to be finally reaching boiling point. Here’s […]
Julia Docker
Jun 29, 20153 min read


Where’s the long-term strategy for later life funding?
There’s no escaping the fact that we are all getting older. As a nation, the population is ageing at a […]
Julia Docker
Jun 29, 20152 min read


Week in review: Friday 26th June 2015
It’s Friday! With a heatwave expected for the south of England next week, the Informed Choice team will be making […]
Julia Docker
Jun 26, 20152 min read


ICP029 – You’re not rich enough for a private wealth manager
This week in episode 29 of the Informed Choice Podcast, Martin talks about how private wealth managers are shunning the […]
Julia Docker
Jun 26, 20152 min read


Retirement income expectations generation gap
A generation gap is emerging when it comes to expectations of income in retirement. According to new research by Prudential, […]
Julia Docker
Jun 25, 20152 min read


Public transport, older people & linear parks
I spent some time yesterday on a tour of Knowle Park in Cranleigh, showing representatives from the Surrey Nature Partnership our […]
Julia Docker
Jun 24, 20152 min read


Is cash really king in retirement?
When the new pension freedoms were introduced in April, many expected pension pot owners to make a grab for their […]
Julia Docker
Jun 23, 20152 min read
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