Winter 2018 Newsletter

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Developments in the Brexit negotiations are gathering pace, causing a great deal of uncertainty about what will happen in the coming months. Such wide-reaching changes are making a fraught environment for taking informed decisions about what to do with your money.

Amidst all that activity, however, the 2018 Budget was delivered on 29th October – and after widespread speculation about tax rises and structural overhauls the reality was quite different. Buoyed by better-than-expected data from the Office for Budget Responsibility, the Chancellor offered high profile giveaways.

Our stories include:

• Lessons from a record bull run: The record run, and ongoing strong performance, of US markets offers some food for thought on investment allocation strategies.
• Don’t ignore your credit report: With high-profile data breaches affecting millions, keeping a good credit rating could be about more than paying bills on time.
• Growing ethical investment for sustainable returns: The data shows interest in ethical investment options is growing rapidly, and new rules for fund trustees could accelerate that trend further.
• Annuity options for long-life planning: With life expectancy dramatically increased over the last 20 years, we look at the role of annuities in guaranteeing an income throughout your retirement.

Our next update will come shortly before the current deadline for the UK to leave the EU. We look forward to discussing what that may bring with you then.

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