Insight To Ethical Investments

Is Investing Right for Me?

If you’re planning for the future, you may be looking into investing to get the ball rolling. However, you may be asking whether investing really is for you. We’ve set out a few reasons why it could be – and what your options are.

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Reducing Inheritance Tax 101

Can I Afford to Invest?

Many potential investors have been put off doing so because they think it only involves setting aside large sums of money.

However, this is not the case. Small investments can provide substantial returns – you don’t have to break the bank to make it worthwhile. If you’re looking to invest for the first time, how can you do this while still making it affordable?

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2018 Summer Update

Summer 2018 Update

Read the summer edition of our newsletter where, as the year starts to flourish, we continue to look for ways to help your money do the same. Amongst the many planning opportunities open to you we look this time at the ISA family and how you can make the most of your regular savings. With savings in mind, we take a look at market investments across UK dividends and the changing environment for VCTs and investing in enterprise businesses.

We offer thoughts on interest rates, which are pegged to rise this year, as well as the impact of inflation on frozen tax thresholds. We understand these are complex and unpredictable times, and are on hand to help you plan your path through them.

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Why Should You Consider Ethical Investing?

Investing 101: Jargon Buster

New to investing? Jargon and confusing terms can put you off getting stuck in with investing, but it’s not as complicated as you may think.

Here are some common terms and jargon that you may have seen often but not known exactly what they mean.

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The Impact of Ethics on Investing

How are Ethics Impacting Investing?

An increasing focus on ethical, governance and social issues is impacting on the world of investing, boosting awareness of ethical investments and broadening interest in investments that make the world a better place.

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Birmingham Team

Welcoming Matt Booton to the Birmingham Team

Today, we are welcoming Matt Booton to the KLO team in Birmingham as a Financial Planner!

Matt brings with him a raft of experience to help provide a clear and comprehensive planning service to our clients. Welcome to the team Matt!

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