Market Commentary: Monthly Bulletin July 2022

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Wall Street has slipped into a bear market – What does this mean for your clients?

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Your 7-step guide to the Lifetime Allowance

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5 ways to combat rising costs as a business owner

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How financial advice can help the sandwich generation to embrace midlife

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Market Commentary: Monthly Bulletin June 2022

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3 simple ways financial advice can help your business owner clients during the cost of living crisis

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Why time in the market matters

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Why the UK has the highest inflation rate of the G7 and what this means for your finances

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How to open the Bank of Mum of Dad during the cost of living crisis

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Market Commentary: Monthly Bulletin May 2022

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3 simple ways to avoid getting caught as the Inheritance Tax net widens

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Why maintaining pension contributions is key as UK workers face the cost of living crisis

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How to spot “greenwashing” and what it means for you and your investments

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Living to 100 – How to plan effectively as life expectancy rises

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Market Commentary: Monthly Bulletin April 2022

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Bonds versus shares: Finding the “right” asset allocation for your clients’ ISAs

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Why new “no blame” divorce laws could undermine pension sharing on divorce

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Revealed: Why your business needs to raise its alert level on SME scams

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6 valuable benefits of giving while living

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Quarterly Market Update: April 2022

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Why the FCA’s clampdown on social media promotions is good news for your clients

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How to protect businesses against the death of a director or partner

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Revealed: What the Bank of England base rate rise means for your finances

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3 practical reasons to plan your finances as a couple

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Market Commentary: Monthly Bulletin February 2022

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5 important factors to consider when passing a family business to the next generation

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Why your clients’ pensions are probably their biggest asset and what this means for their retirement

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Boolers are delighted to be part of Charity Link’s Proud Business Supporter Club

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Ukraine Conflict – Update

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Revealed: 5 tax-efficient tricks for topping up your pension

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5 practical tips for tackling the cost-of-living crisis

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Market Commentary: Monthly Bulletin January 2022

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Sponsorship of Tigers

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Revealed: The 3 biggest threats to your clients’ personal finances in 2022

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How financial advice helps your clients make long-term plans well beyond the pandemic

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Why your 8% pension withdrawals are unlikely to be sustainable

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How to balance your staff and business needs in 2022

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Market Commentary: Monthly Bulletin December 2021

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5 financial lessons we learned in 2021

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Revealed: Why even your clients’ £600,000 pension could be at risk from the Lifetime Allowance

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Is the Cash ISA still a viable option?

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Why you should seek pension advice before accessing your funds flexibly

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Market Commentary: Monthly Bulletin November 2021

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Divorce and the pension wealth gap: How advice can help your clients get their fair share

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How gifting to a charity can help your clients lower their tax bill

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What do recent tax rises mean for business owners?

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Your guide to financial wellbeing

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Market Commentary: Monthly Bulletin October 2021

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Understanding long-term investment – Capacity for loss versus attitude to risk

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The pros and cons of working for longer: Your guide to phased retirement

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Everything you need to know about the 2021 Autumn Budget

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Everything your clients need to know about the rise in Dividend Tax

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How Business Relief could lower your clients’ Inheritance Tax liability

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Happily, ‘Evergrande’ after?

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Market Commentary: Monthly Bulletin September 2021

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Could your clients’ wills be contested after their death?

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4 key times a financial planner can add value for your clients

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Your guide to the Health and Social Care Levy

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Will your child’s Junior ISA cover their student debt – and does it need to?

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Earnings – here for the win?

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Market Commentary: Monthly Bulletin August 2021

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How your millennial clients could benefit from financial advice

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3 reasons why your business-owner clients need a Business Power of Attorney in place

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How ESG investments can reduce your carbon footprint

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3 reasons why you shouldn’t save for your child’s future using cash alone

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Market Commentary: Monthly Bulletin July 2021

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5 ways your clients can reduce their Inheritance Tax liability

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Why it’s never too late for your clients to start paying into their pension

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ESG factors and the future of sustainable investing

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3 reasons not to take tax-free cash from your pension

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Market Commentary: Monthly Bulletin June 2021

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Revealed: What your clients aged over-55 plan to do with their money post-pandemic

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What would a rise in inflation mean for your clients?

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Why the traditional annuity is still a viable pension option

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5 simple ways to protect yourself against the “fraud epidemic”

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Market Commentary: Monthly Bulletin May 2021

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Why your clients should think twice before taking investment tips from social media

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How will the chancellor’s Lifetime Allowance freeze affect your clients’ retirement fund?

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5 reasons to put a will in place now

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The rise of “all-or-nothing” retirement

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Market Commentary: Monthly Bulletin April 2021

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The dangers of decumulation: How advice can help your clients manage their retirement income

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The importance of getting more women engaged in retirement planning

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What the future rise in Corporation Tax means for your business

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How the chancellor’s Budget allowance freezes will affect your finances

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Market Commentary: Monthly Bulletin March 2021

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Junior SIPPs vs Junior ISAs: The best way to save for a child

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5 tips for controlling emotional spending and how professional financial advice can help

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How to support your child through the pandemic without jeopardising your long-term plans

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5 valuable lessons for new investors

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Market Commentary: Monthly Bulletin February 2021

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Why your business-owner clients need key person protection in place now

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3 non-financial benefits of “giving while living”

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4 reasons why you might opt to take your pension as a last resort

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3 reasons people are wrong about financial protection

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Market Commentary: Monthly Bulletin January 2021

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How does our UK pension system rank globally, and what does it mean for your clients?

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3 financial lessons we learned in 2020

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Why you should be careful if you own a cash-rich business in 2021

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5 financial new year’s resolutions for 2021

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Market Commentary: Monthly Bulletin December 2020

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Teaching your clients the value of intergenerational planning

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4 reasons why stopping pension contributions can have a huge long-term impact on your clients

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How to make sure your investments are working for you

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4 signs you’re overdue a financial check-up

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Market Commentary: Monthly Bulletin November 2020

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The hidden employee benefits your clients should replace if they are made redundant

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How nudge theory could help your clients increase their retirement savings

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5 ways to make a tax-efficient donation to a struggling charity this winter

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What would scrapping the State Pension triple lock mean for your retirement plans?

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Market Commentary: Monthly Bulletin October 2020

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3 simple budgeting tips to prevent your clients from opening the Bank of Son and Daughter this autumn

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The protection products your clients need to withstand a financial shock

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How financial advice can improve your emotional wellbeing

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3 scary mistakes for Business Owners to avoid this Halloween

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What the change in pension age means for your clients and their retirement plans

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Why risk aversion could be costing your clients money

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A Child Trust Fund: What is it? And what should your child do with their money?

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What will proposed reforms to the Retail Price Index mean for your pension savings?

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Investment Commentary: Monthly Bulletin August 2020

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5 things your clients need to consider when accessing their pension at 55

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How to create a successful financial services solution for you and your clients

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What’s the best way to save for your child or grandchild?

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Approaching retirement checklist: 5 things to do in the run-up to retirement

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Bull and bear markets explained

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Your guide to pension death benefits

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What is investment bias, and could it be costing you money?

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Business Protection Insurance: Can you afford not to have it?

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Can business owners borrow from their pension?

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Coronavirus and the housing market – what does the industry predict for the rest of 2020 and beyond

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Is pension consolidation right for you?

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The questions you should ask yourself before opening the Bank of Mum and Dad

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What does investment volatility mean for your plans?

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The pros and cons of your Pension Freedom options

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What is the economic recovery going to look like, and how will it affect investment markets?

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Coronavirus and pensions – what does the pandemic mean for a client’s retirement plans?

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Investment Commentary: Monthly Bulletin April 2020

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Beware: Scammers are using the current crisis to part you from savings

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What is a Power of Attorney and why do you need one?

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Everything you need to know about the 2020/21 tax year, and why it can benefit your clients to use their allowances early

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Your complete guide to government support for business during the pandemic

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Market Update

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What is ESG investing?

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The impact of taking a pension break on retirement plans

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5 Budget changes your clients need to know about

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Coronavirus and finances – How you can reassure clients

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Market Update

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Investment Commentary: Monthly Bulletin February 2020

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Coronavirus Update

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Protecting your family: The 3 protection policies to consider

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Have you planned for potential care costs?

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Investment Commentary: Monthly Bulletin January 2020

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Creating income flexibility if you have a Final Salary pension

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1 in 3 self-employed workers financially vulnerable: 4 ways to improve your financial security

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Investment Commentary: Monthly Bulletin December 2019

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How much is ‘enough’ when selling your business?

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Back to basics: The investing fundamentals

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M&G Property Update

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Investment Commentary: Monthly Bulletin November 2019

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Phased retirement: The financial implications to consider

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7 ways to reduce Inheritance Tax and leave more for your family

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Investment Commentary: Monthly Bulletin October 2019

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Growth vs income: How investment strategies differ

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Do you know when you’ll be able to retire?

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Investment Commentary: Monthly Bulletin September 2019

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Could your business benefit from key person and shareholder protection?

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Pensions and divorce: 3 options to consider

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Boolers Take Top Prize at National Awards Ceremony

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Investment Commentary: Monthly Bulletin August 2019

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How to improve confidence in your investment decisions

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Using your pension to help loved ones: 5 things to do first

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Investment Commentary: Monthly Bulletin July 2019

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What should you do if the value of your pension falls?

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Summer savings: Getting the most out of your money

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Investment Commentary: Monthly Bulletin June 2019

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Seven tax-efficient allowances to keep in mind

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Retirement income options

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Investment Commentary: Monthly Bulletin May 2019

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Everything you need to know about gifting and Inheritance Tax

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The pros and cons of using your pension lump-sum to pay your debts

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The ease of accidentally over-funding your pension

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The value of financial planning

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Investment Commentary: Monthly Bulletin April 2019

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Investment Commentary: Monthly Bulletin March 2019

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Do you discuss the contents of your will?

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Five reasons to consider if a SIPP is right for you

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Investment Commentary: Monthly Bulletin February 2019

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Could you afford to unexpectedly retire?

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The best way to access your pension

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Investment Commentary: Monthly Bulletin January 2019

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Why risk adverse savers need advice

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Maintaining your wellbeing in retirement

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Investment Commentary: Monthly Bulletin December 2018

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Coping with care costs in retirement

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The 12 (financial planning) days of Christmas

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Investment Commentary: Monthly Bulletin November 2018

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How long will my money last? The risks of drawdown

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Ten things to consider when Inheritance Tax planning

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Exceeding the Lifetime Allowance costs pension savers £102 million

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Autumn Budget 2018: Were you a winner or a loser?

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Autumn Budget 2018: Everything you need to know

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Missed calls from Boolers

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A third of adults would benefit from financial advice

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Unsustainable pension spending increases

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Is the Annual Allowance being sacrificed for the NHS?

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Scam warnings increase, and for good reason

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Six ways to help your loved ones when you are gone

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£300 million over-taxed on pension withdrawals

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Business owners: Why pensions should be on your radar

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Over 50s: The issue with avoiding risk

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Retirement planning; knowing your number. Five key considerations

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The Lifetime Allowance; a real threat that could affect you.

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Powers of Attorney: Do you have one and why you might be due a refund on your fees if you have

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Will you have to work until you drop?

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SIPP & SSAS: What’s the difference and when should you use them?

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Final Salary transfers: Why following the herd might be dangerous

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The Benefits of Active Management and Compounding Dividends

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Buying a property in your SIPP: 12 things you need to know

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The five secrets to retiring early

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Boolers scoops two prestigious awards

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The trap that could cut your pension contributions by 75%

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12 things to think about when you inherit money

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Autumn Budget 2017 Headlines

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Moneyfacts Retirement Adviser of the Year Awards…thank you!

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State Pension: When will you get yours and how much will you get?

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Retirement Adviser of the Year award: Boolers delighted to be ‘Highly Commended’

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The value of financial advice

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Investment markets

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Government brings forward increase in State Pension age

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Commercial property owners – call to action

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Boolers shortlisted for prestigious Moneyfacts award

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Capped Drawdown Pension Table Changes

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10 Things you must think about in the years before you retire

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Investing personal monies

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Automatic enrolment/Workplace Pensions – upcoming changes

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Boolers’ adviser nominated for prestigious award

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Pre Election Changes

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Investment Commentary: Monthly Bulletin April 2017

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9 reasons to buy your business premises in your pension

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Spring Budget 2017 – Headlines

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Individual Protection 2014 deadline is approaching

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FSCS Compensation Limits

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What is the Money Purchase Annual Allowance anyway?

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Autumn Statement 2016

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Has anything good ever come from cold calling?

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Government cancels plans to create secondary annuity market

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The New State Pension

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State Pension Top-Up

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