Lombard Wealth Associates Ltd

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Your 2021/22 tax allowances: why you shouldn’t wait until March to make the most of themLeaving it to the last minute ca...
18/08/2021

Your 2021/22 tax allowances: why you shouldn’t wait until March to make the most of them
Leaving it to the last minute can cost you financially and cause unnecessary stress.

Leaving it to the last minute can cost you financially and cause unnecessary stress

How understanding your emotions can make you a better investor.
28/05/2021

How understanding your emotions can make you a better investor.

No matter how rational we think we are, everyone is prone to letting emotions guide their decision-making. We recently spoke with behavioural finance expert Daniel Crosby, who revealed how understanding the psychology behind investing can help you to make better decisions.

How investing responsibly supports long-term returns.
14/05/2021

How investing responsibly supports long-term returns.

The old myth that investors need to sacrifice some returns if they want to consider environmental, social, and governance (ESG) factors in their investment strategy has rapidly gone out of fashion. There’s now plenty of evidence that shows how a company approaches these issues plays a significant ...

The pension lifetime allowance: how the freeze may affect you
05/05/2021

The pension lifetime allowance: how the freeze may affect you

The total amount you can hold in your pension without being taxed on withdrawals has been frozen until 2026 – meaning more people may need to consider a wider range of savings options for their retirement

Money matters: financial wellbeing in the workplace.
23/04/2021

Money matters: financial wellbeing in the workplace.

A clear workplace financial wellbeing strategy can boost mental health – and productivity

New tax year checklist
07/04/2021

New tax year checklist

Early use of the new tax year's allowances and exemptions could reap rewards over the longer term. Here are the key areas to think about.

Tax year-end: financial tasks to complete before 5 April.
29/03/2021

Tax year-end: financial tasks to complete before 5 April.

As we ease out of lockdown, opportunities to invest before the end of the tax year shouldn't be ignored.

How to make your pension work harder for you this tax year.
23/02/2021

How to make your pension work harder for you this tax year.

As an extraordinary financial year comes to a close, it’s more important than ever to make good use of your annual pension allowances.

Year-end tax planning: Taking the right steps for your business
26/01/2021

Year-end tax planning: Taking the right steps for your business

As tax year-end approaches, it’s important for owners of small businesses to make sure they’re making the most of their allowances. We look at some strategies that will help

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30 Lombard Street
London
EC3V9BQ

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