Articles from the Chartered Financial Planners at Depledge
Seeing more of the world makes up many people’s bucket lists. Whether you want to be left in awe of natural sights, immerse yourself in a different culture, or see a historic monument, there are plenty of destinations to choose from. Read our guide to discover 10 bucket list-worthy destinations that might tempt you to […]
17 April 2024 How do you grow your wealth when you’re investing? Choosing the “right” investments is just one of the ingredients needed for success. Indeed, your mindset and behaviours could have a much larger effect on the outcomes of your investments than you might think. Your approach to investing could influence the decisions you […]
17 April 2024 When 2023 drew to a close, all six of the stock market indices below ended the year having registered positive growth. Now that the first quarter of 2024 is over, you may be pleased to learn that each of them maintained its upward trajectory in the first three months of the year. […]
17 April 2024 Now that the 2024/25 tax year has begun, it is important to be aware of several changes to specific tax regimes that have come into force. Notably, the government has reduced both the Capital Gains Tax (CGT) Annual Exempt Amount and the Dividend Allowance as of 6 April 2024, potentially leading to […]
17 April 2024 The 2024/25 tax year began on 6 April. Starting from this date, the government has either reduced or frozen several tax allowances, exemptions, and thresholds, rather than increasing them in line with inflation. Keep reading to learn about six key tax allowances and thresholds that have been fixed at their current rates […]
26 March 2024 When you start to access your pension, how will you take an income? One of your options may be to withdraw a flexible income that suits your needs through flexi-access drawdown. A flexible income puts you in control and means you can adjust how much you withdraw from your pension if you […]
18 March 2024 While you may think that a serious illness or injury is a remote possibility, the reality is that they are far more common than you may believe. In fact, the NHS reveals that it sees around 1.3 million people each day, the equivalent of the entire population of Estonia! Aside from the […]
18 March 2023 If you are a parent, it is likely that you have thought about how much money you would like to pass down to the next generation, either now or in the future. Something you may not have considered, though, is how this wealth will be transferred from you to your loved ones […]
18 March 2024 With 2024 in full swing, several factors, including GDP growth in Western nations, a surge in the value of tech companies, and robust employment figures, offer promising signs for market performance this year. However, these indicators don’t guarantee a good year. Persistent inflation and ongoing conflicts in regions like Ukraine and the […]
6 March 2024 With one eye on a forthcoming general election, the chancellor has announced a Budget aimed at generating long-term growth, with “more investment, more jobs, better public services and lower taxes”. While the headlines will inevitably focus on Jeremy Hunt’s cut in National Insurance contributions (NICs), many less headline-grabbing messages will affect millions […]