1. 49 is the magic number!

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    Comment
    The Coalition Government is bringing a lot of change that will affect company Directors – both personally and their businesses. For anyone working with Direcors on financial planning change brings new opportunities and new threats that need dealt with by anyone advising them.  What are theses opportunities and threats and is there any...
  2. The Budget – 2

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    Comment
    The Budget - What does it mean for Financial Advisers? A big increase in ISA limits, a dramatic hike in income tax for the highest earners and and a radical revision of macro-economic forecasts are probably the key points from today’s budget. The Chancellor is billing it as targeted support for the economy while continuing...
  3. The Budget – 1

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    Comment
    What will be in the Budget for financial advisers? This is the first of a series of posts about this year’s Budget. What might happen? What does happen? What it means for financial adviser businesses and how you might market your services to support clients afterwards. The Chancellor’s budget takes...