News - Page 4 of 29 - Teachers Financial Planning

How to Mitigate Capital Gains Tax in 2024-25

28/02/2025 Gemma Trantum

Capital gains tax (CGT) has been prominent in the headlines since the Autumn Statement on 30 October 2024. In that budget, the basic and higher rates increased on certain asset disposals, lea[...]

Market Updates - Teachers Financial Planning Ltd

Market Update – January 2025

07/02/2025 Gemma Trantum

January has been full of key events that could define 2025. The UK faces muted growth in the months ahead, with questions hanging over the government’s legitimacy and tax agenda as the Spring [...]

How to Be a Disciplined Investor: A Short Guide

27/01/2025 Gemma Trantum

Once you understand the basics of investing, it’s easy to get started. But just as with a new healthy eating plan or fitness regime, you need to maintain your investment strategy for the long [...]

How ‘Gifts from Income’ Can Help an IHT Plan

27/01/2025 Gemma Trantum

As you grow older, it’s likely you will have surplus income. You’ll have income from your pensions and interest from your savings, while at the same time, your expenditure may be reduced. [...]

Market Update – December 2024

10/01/2025 Gemma Trantum

December has been a quieter month in the global stock market. The FTSE 100 has been relatively stable in the UK, whilst the US stock market has climbed due to greater optimism from the president[...]

Why Cash is Not Necessarily King

04/12/2024 Gemma Trantum

It’s always a good idea to hold some cash. It’s easy to access, and the value doesn’t fluctuate. Even speculative investors should keep some cash aside, split into the following main categ[...]

Market Update – November 2024

04/12/2024 Gemma Trantum

November has been heavily defined by events in the US, particularly Donald Trump’s winning the presidential election. Currency markets have shifted in response. Additionally, the impact of the[...]

7 Ways to Manage and Grow Your Wealth

04/12/2024 Gemma Trantum

Wealth offers freedom, choice, and the ability to live on your own terms. Without a lottery win, inheritance, or a ground breaking business idea, many people feel that real wealth is out of reac[...]

Anti-Greenwashing: New Rules to Help Green Investors

04/12/2024 Gemma Trantum

We’ve all seen companies jumping on the environmental bandwagon to make themselves look good. This makes it hard to choose if you want to be sure you’re investing ethically. Which products c[...]

How to Teach Financial Wisdom to Children

20/11/2024 Gemma Trantum

We all want our children to grow into successful and responsible adults. Passing exams and starting a career can help to get them on this path, but they don’t nurture many of the life skills w[...]

5 Investor Biases to Avoid When the Market is Volatile

20/11/2024 Gemma Trantum

In times of volatility, it is all too easy to be led by our emotions when it comes to investing. Investment decisions based on fear, greed and overconfidence in our own judgement are not likely [...]

Market Update – October 2024

07/11/2024 Ged O'Neil Bell

The UK economy and markets (e.g. gilt investors) are starting to digest the Autumn Statement, where a host of tax rises have been announced. CPI inflation is down for September, bringing more op[...]

The Budget – October 2024

31/10/2024 Ged O'Neil Bell

There had been much speculation about this budget. Finally, Rachel Reeves—the UK’s first female Chancellor delivered her plan for the UK economy on 30 October 2024. The budget includes tax rise[...]

How to Rebuild Your Financial Plan After Divorce

28/10/2024 Gemma Trantum

Finances are a significant factor in couples choosing to stay together, even if they are unhappy. After years of combined finances, the prospect of going it alone can be daunting. When you fi[...]

The Residence Nil Rate Band and Trusts: A Short Guide

21/10/2024 Gemma Trantum

How can you legitimately reduce taxes on your estate? In particular, inheritance tax (IHT) can loom over many individuals’ minds. Two related topics often come up on this subject - the resi[...]

Six ISA Mistakes to Avoid

21/10/2024 Gemma Trantum

The Individual Savings Allowance (ISA) is a popular savings vehicle as it provides a tax-free wrapper for your money, meaning you don’t pay tax on any interest you gain. Nor are you liable for[...]

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