Category: guides and downloads

Spring Budget Guide

The Chancellor of the Exchequer, Philip Hammond, delivered his Spring Budget to Parliament this week. In our guide to the Spring Budget, we consider the key measures and outcomes and look at the impact on you, your family and your business. You can read the full guide to the Spring Budget here. The Chancellor resisted...

Clearmoney Magazine – March/April

Welcome to our latest issue of Clearmoney Magazine, featuring articles written to help you make the most of your hard-earned money and achieve your long-term financial security. Each tax year, we are given an annual Individual Savings Account (ISA) allowance. Anyone wishing to utilise their allowance should do so before the deadline on Wednesday 5...

Clearmoney Magazine – January/February

The latest issue of Clearmoney Magazine has just been published. Inside the January/February issue we look at building a nest egg for children, how to save flexibly for a first home and retirement as well as how to plan for the end of the 2016/17 tax year to keep your tax obligations as low as...

Autumn Statement 2016

Chancellor of the Exchequer, Philip Hammond, delivered his first and last Autumn Statement to Parliament on Wednesday 23 November 2016. He announced that after next Spring’s Budget, the annual Budget will move to being held in the Autumn. A Spring Statement will be issued each year responding to the forecast from the Office for Budget...

Latest Clearmoney Magazine published

The latest issue of Clearmoney Magazine has now been published. This month we focus on pensions and planning for your future. We look at how “Generation X” is procrastinating when it comes to saving for their retirement, how to design a custom investment portfolio, how to plan for long-term sickness, as well as consolidating pension...

Clearmoney Magazine published

Welcome to our latest issue of Clearmoney Magazine. We hope you enjoy reading it, as we approach the run-up to another year end and those long hot summer days start to become a distant memory. For many of us, our thoughts are turned to another year that has flown past – and when we talk...

Clearmoney Magazine – Are you fit to retire?

Welcome to the latest edition of the Fairstone Financial Management magazine, Clearmoney. At the time of going to print, the EU Referendum outcome had not been announced to decide whether Britain should leave or remain in the European Union, so we will assess the outcome in the next issue and provide helpful information about the potential impact on your financial plans. Within this...

Direct Commercial Property (DCP) Advisory Note

The Fairstone Group Investment Committee has issued an advisory note on the back of recent developments in the commercial property sector, to help you to understand what is happening in the sector, in more detail. SLI, M&G and Aviva suspended trading on their UK DCP funds (incl. their feeder funds). This advisory note is intended to...

New Lifetime Individuals Savings Account (LISA) Guide

In the March 2016 Budget, the Chancellor announced major improvements to Individual Savings Accounts (ISAs) with the introduction of a new Lifetime Individual Savings Account (LISA) from April 2017. The LISA is designed to help young people save flexibly for the long term throughout their lives. The aim is to help them simultaneously save for...

Clearmoney Magazine – the impact of a Brexit on the markets

As the debate around the EU Referendum revs up ahead of 23rd June, we take a look at what a potential Brexit could mean for the financial markets and your investments, in our latest edition of Clearmoney Magazine. This month’s edition also looks at some of the other major talking points when it comes to...