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New year, new rules – what do this tax year’s changes mean for financial planning?

The start of the new tax year on 6th April always brings with it a new set of rules and allowances – a number of which are relevant for financial planning.

Posted by Anna Sofat on 21 May 2018
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Moments that matter for women – part 3 – retirement and pensions

We’ve recently been looking at some of the key life stages for women and how these ‘moments’ can impact on their finances. Using figures and statistics from the Chartered Insurance Institute’s (CII) recent report - Securing the Financial Future of the Next Generation[http://www.insuringwomensfutures.co.uk/wp-content/uploads/2018/02/Securing-the-financial-future-of-the-next-generation-PRINT.pdf] - we’ve seen that although starting on a similar level to men, women’s earning power declines in the middle stages of their careers. We’ve also seen that women seem to lack the confidence needed to take control of their finances.

Posted by Anna Sofat on 16 April 2018
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The moments that matter for women: part 2 – attitudes to financial affairs

In the first part[annas-blog/the-moments-that-matter-for-women-part-1-education-and-work-/] of this blog, we looked at the various issues highlighted in Securing the Financial Future of the Next Generation[http://www.insuringwomensfutures.co.uk/wp-content/uploads/2018/02/Securing-the-financial-future-of-the-next-generation-PRINT.pdf] – a report produced by the Chartered Insurance Institute (CII). As identified in the report, we discussed how despite attaining better academically than males, women seem to lose their earning power as they progress in their careers.

Posted by Anna Sofat on 16 April 2018
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The moments that matter for women: part 1 – education and work

I recently read a report – Securing the Financial Future of the Next Generation.

Posted by Anna Sofat on 20 March 2018
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The ones to watch in 2018 – part 2

The start of the new year gives us all a chance to think about what we want to achieve. Of course some of this will depend on the economic situation in the world around us, along with changes to legislation affecting your pocket.

Posted by Anna Sofat on 13 March 2018
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The ones to watch in 2018 – part 1

2017 was a year of ups and downs for savers and investors. Here, we take a look at a number of key aspects of you and your money and give some thoughts on what we can expect in 2018.

Posted by Anna Sofat on 1 March 2018
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Pitch at Palace

In November, I had the pleasure of being invited to Pitch@Palace. The entrepreneur competition, founded by HRH the Duke of York Prince Andrew, aims to support entrepreneurs by connecting them with potential supporters and investors. Founded in 2014, the competition has really gathered momentum and has spread to several other countries and continents, including Australia, China and UAE. 

Posted by Anna Sofat on 11 January 2018
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Lessons from this year’s series of The Apprentice

2017’s series of The Apprentice will be remembered for many reasons – not least of all the shock result of Lord Sugar deciding to invest in not one but two businesses – therefore gaining both James and Sarah as his ‘Apprentice’ business partners.

Posted by anna sofat on 11 January 2018
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Women and pensions. Part 3 – family matters

Since the government set out their plans to raise the State Pension age for women, bringing it in line with that of men by April 2018, the issue of women and pensions has been thrust into the spotlight. As this date gets ever closer, Addidi are taking an in depth look at pension planning for women in a three part series of articles.

Posted by Anna Sofat on 15 November 2017
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Women and pensions. Part 2 – tackling the divide

In this series of articles, we’re reporting on the issue of women and pensions. Last time, we looked at the State Pension; how the pension qualifying age for women is increasing, how this is set to affect women and what they can do about it.

Posted by Anna Sofat on 6 November 2017
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