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Happily, ‘Evergrande’ after?

11 Oct 2021

Financial markets have continued to deliver positive returns amid a backdrop of geopolitical headwinds and the ongoing global pandemic.

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Market Commentary: Monthly Bulletin September 2021

04 Oct 2021

As we head towards the end of the third quarter of 2021, September saw some earlier years gains erased amid continued supply chain disruptions and rising inflation, despite this developed market indices remain on strong footing with growth stocks returning 12.2% and value returning 14.4% year-to-date.

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Could your clients’ wills be contested after their death?

29 Sep 2021

The number of wills being legally challenged is on the rise, but good estate planning and clear communication could prevent this. Here’s how Boolers can help

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

29 Sep 2021

There are many key moments and life milestones, both unexpected and planned, when a financial planner can add real value for your clients. Here are 4 of them

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Your guide to the Health and Social Care Levy

29 Sep 2021

As the government announces a National Insurance rise, labelled a “Health and Social Care Levy”, read your guide to what is changing and what it means for you

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

29 Sep 2021

As universities restart, you might worry about student debt. You might even consider paying your child's tuition fees outright. But is this the right choice?

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Earnings – here for the win?

03 Sep 2021

As the global economy continues to find its footing, Q2 US earnings have continued to support upside in equity markets.

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