News Listings

Wendy Cochran IFA, Wetherby financial advice, Yorkshire

Things to do on CGT and IHT before the tax year ends

Wednesday, 6 March 2019

Capital gains tax (CGT) The CGT annual exemption is £11,700 in this current tax year. Any unused exemption can’t be carried forward to future years. You might want to use your annual exemption thi ...

Independent financial advice, Wetherby IFA, Yorkshire

Are you a couple claiming child benefit? Make sure it is in the right person's name

Sunday, 3 February 2019

If you are a couple, and one of you is claiming child benefit, then it is very important to check that the right one of you is claiming it. Getting this wrong can lead to one partner missing out on a ...

How to invest in volatile market conditions. Wendy Cochran IFA, Wetherby

Recent market volatility

Friday, 4 January 2019

It’s important not to let global uncertainties affect your investment strategy for the years ahead. Individuals who stop investing, particularly during market downturns, can often miss out on opport ...

Investing for children. Wendy Cochran, Wetherby IFA

Financial gifts for children this Christmas

Monday, 10 December 2018

With today’s kids likely to need thousands of pounds to get them through university and onto the property ladder, a Christmas gift that will help with some of these expenses is well worth considerin ...

Wetherby independent pension advice

Things to consider before cashing in a pension

Wednesday, 12 September 2018

For most people over the age of 55, it is now possible to cash in or unlock all of your pension. How you take these benefits will depend on the type of scheme you have and how you want to take benefit ...

Independent investment advice from Wetherby IFA Wendy Cochran

Understanding investment risk

Thursday, 19 July 2018

Everyone knows that investments carry risk, but what does this mean in practice, and how much risk should you take? Your investment time frame will determine your risk profile to some extent, as this ...

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