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Money Matters - Summer 2017

Mapping every eventuality

Money Matters - Winter 2016

Keeping your investments on track in tough terrain

Money Matters - Summer 2016

Inheritance Tax Planning; Why it pays to start early & more

Spring 2017 - Budget Report

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Autumn Statement - November 2016

Read Wren Sterling's 2016 Autumn Statement Report

Money Matters - Winter 2015

Maximising your personal tax allowances and much more

Alex Scott, Deputy Chief Investment Officer, Seven Investment Management Originally published on www.7im.co.uk on 24/01/17 Investors have been sensing hints of inflation since the summer. With Trump’s election win in November, those hints became much less subtle. The US economy, already experiencing decent growth and......

For decades, a traditional strategy that many investors have adopted – and in particular for their pension pots – has been an approach that reduces the level of investment risk that they take as they get nearer and nearer the day they retire. Known as......

Jonathan Webster-Smith, Investment Team Director from Brookes Macdonald Brooks Macdonald Asset Management is often asked its views on active and passive investment management. Multi-Asset Portfolio (MAP) managers choose each underlying fund within their portfolios using their expertise and experience based on an active or a......

How lifetime cashflow modelling works Sandra Corkhill Wren Sterling Financial Adviser can seem rather a catch all term – perhaps someone you only contact when you want specific advice on retirement or how to fund a business venture, but for you to get the best......

Andy Scott, an Associate Director in Wren Sterling’s Glasgow office explains how clients come to appreciate the full depth of financial planning services, often from the base of a single task or transaction. It’s very difficult to talk about client journeys in the broadest sense......

You might not know it, but you could have unused pension contributions from the last three years. That might not mean you need to change your current financial plan, but it’s worth reading on, because you could be missing out on generous tax incentives. Unused pension......

The Chancellor gave with one hand and took with the other as he delivered his final Autumn statement ahead of next year’s election. With the opinion polls neck and neck, Mr Osborne was forced to admit he had missed his annual borrowing target by £5billion......

Retirement used to be black and white, one day you were at work and the next you were a pensioner. Today “retirement” is more of a phase, particularly since 2015 when pension freedom was launched. Pension funds can now be accessed from age 55, allowing......

Ben Kumar Seven Investment Management There is a portfolio construction technique known as a “barbell strategy” which bond traders often use. It involves focussing the portfolio on only very short maturity bonds and very long maturity bonds in order to take advantage of mispricing. So......

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