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Important Information about Plan & Invest
Important information for investors is provided in the following documents, relating to the Plan & Invest services we offer.
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Key tax rates, limits and allowances: Your at-a-glance guide
Find out about the key tax rates, limits and allowance for the 2022-23 tax year. Tax rules can change and their effects depend on circumstances.
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How to maximise allowances before the tax year end
There are several ways you can make the most of annual allowances before the end of the tax year, but also some things you may want to avoid.
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Investing for your child’s education
Thousands of students will head off to university this autumn. We consider ways to plan ahead for the cost of higher education.
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Three ways to invest for income
The prolonged backdrop of ultra-low interest rates has meant that a greater number of people have had to look at alternatives to savings accounts.
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Children and money
Help the young people in your life to make sense of money from an early age. Find out how you can teach kids about money and saving.
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War on Ukraine – a global investor outlook
We discuss the impact of the war on Ukraine on global stock markets.
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What is an investment ISA?
In this video, Clare explains what an investment ISA is and what the benefits are.
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Reducing unnecessary risk
The level of risk you're willing to take may depend on several factors, such as your goals, how comfortable you are accepting losses, and your timeframe.
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The rise of the female investor
More women are investing – but the investment gender gap remains.
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