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From monthly archives: December 2024

We are pleased to present below all posts archived in 'December 2024'. If you still can't find what you are looking for, try using the search box.

How a Mortgage Broker Can Help You with Mortgage Refinancing

By offering access to a wide range of lenders and tailoring solutions to each borrower’s unique needs, mortgage brokers simplify refinancing and ensure it aligns with broader financial goals.

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Portfolio Management – The Key to Wealth Management & Financial Success

Portfolio management bridges the gap between the technical side of investing and the personal aspirations that drive financial planning. It combines the insights of professional portfolio managers with the guidance of independent financial advisers, ensuring that every strategy is tailored to the investor’s needs.

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Portfolio Management - Active Funds vs Passive Funds

Active funds are designed to outperform the market by using the expertise of professional managers who select securities based on in-depth research. In contrast, passive funds aim to replicate the performance of a specific index, providing consistent returns with lower costs.

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Portfolio Management and Market Volatility – Seeing Dips as Investment Opportunities

Market volatility can feel unsettling, even for experienced investors. Sudden price swings, triggered by economic events or market sentiment, often lead to uncertainty and hesitation. However, what many fail to see is that volatility also creates opportunities for growth.

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Inheritance Tax for Married Couples - What You Need to Know

For married couples, the rules surrounding inheritance tax in the UK include several allowances and exemptions that can make a significant difference. However, to fully benefit from these provisions, careful planning and attention to detail are essential.

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Note: This page is for information purposes only and should not be considered as financial advice. Always consult an Independent Financial Adviser for personalised financial advice tailored to your individual circumstances.