I have talked about market falls in recent articles, but I don’t think I have pointed out the fact that this is not at all unusual after an event such as the Ukraine invasion. For those individuals who have recently invested and whose investments are currently in negative territory the situation can be daunting but
Many of us realised that life was not going to be easy after most of the COVID restrictions were lifted, but of course we did not know there was going to be a war in the Ukraine. This has impacted the equity markets, whilst inflation concerns and rise in interest rates have affected corporate bonds
I think many of us suspected that life after lockdown was not going to be easy, even before we knew that there was going to be a war in the Ukraine. We are now seeing the cost of energy on the increase, together with the Bank of England base rate being increased again this month
Restrictions are now disappearing and life is quickly returning to normality. I think it’s important to look back and reflect on this and on the impact of it all. When I have talked to people about the pandemic it seems to have made many people realise how quickly things can change. When you think the
A couple of years ago I wrote about the Pension Lifetime Allowance but as it’s something that we tend to advise on quite a lot at this time of the year, I thought it would be a good time to refresh readers’ memories. The Lifetime Allowance was introduced on the 6th April 2006, and originally
Over the years I have met numerous people who have had financial concerns for many years before they have chosen to seek help. The issues have included whether their mortgages would be paid off by retirement, or knowing that they have a pension shortfall. Others had accumulated debts and had no idea how they were
As I have said many times before, this time of the year is all about tax for us, and trying to use up allowances. Over the years I have found that the significance of this has increased. Whether it’s trying to make sure that no one in the household earns over £50,000 (if you qualify
So, are you optimistic or pessimistic about the New Year? As Bill Vaughan said: “An optimist stays up until midnight to see the new year in. A pessimist stays up to make sure the old year leaves.” As I am writing this article in mid-December it’s difficult to predict whether we will be back in
Many clients have approached us recently to review their life cover, perhaps inspired by all the tragic events that have occurred over the last few months. When was the last time you renewed your life cover, and what amount would we recommend? The answer will be different for everyone, so we will sit down with
By submitting this form, you are granting: Monetary Solutions Limited, Airport House, Purley Way, Croydon, Surrey, CR0 0XZ, United Kingdom, www.monsols.co.uk permission to email you. You may unsubscribe via the link found at the bottom of every email. (See our Email Privacy Policy for details.) Emails are serviced by Constant Contact.
Monetary Solutions Limited, Airport House, Purley Way, Croydon, Surrey, CR0 0XZ
We’ll use your information to answer and respond to your query only. We won’t retain your data after your enquiry is resolved, unless you indicate your agreement to this by checking the box above. You may unsubscribe to any emails we send via the link found at the bottom of every email. Please refer to our email Privacy Policy for details. Our emails are serviced by Constant Contact.
You can write to us at:
Monetary Solutions
Airport House
Purley Way
Croydon, Surrey
CR0 0XZ
Our telephone numbers are:
Tel: 020 8760 9940
Fax: 0870 460 1737
You can email us at:
