Lathe & Co Wealth Advisers

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We appreciate your kind words Christine!
19/03/2025

We appreciate your kind words Christine!

Equity markets are volatile by nature.When volatility strikes, it’s tempting to take cover in cash.But history shows us,...
19/03/2025

Equity markets are volatile by nature.
When volatility strikes, it’s tempting to take cover in cash.
But history shows us, that’s usually a mistake…

If you’re in any doubt, talk to your adviser👋

** Source: Vanguard calculations in GBP, based on data from Refinitiv, as at 3 July 2024

🤔 When should you use your ISA allowances?“The short answer is: at the start of each tax year, not the end. The reality ...
19/03/2025

🤔 When should you use your ISA allowances?

“The short answer is: at the start of each tax year, not the end. The reality is, much like Christmas shopping, most people leave things to the last minute. Cue rushed decisions and frustrated calls to banks – ‘Why can’t I move £20k in one day? What bank restrictions?’ Why not flip your usual habits on their head, and use your ISA allowances at the start of the tax year instead? You’ll not only take the stress out of the equation and get more time to plan your decisions properly, but you’ll also get more time to benefit from compound growth.”

🕰️ Use ISA allowances at the start of the tax year, not the end and get more time to plan

🗓️ Get a whole extra year of potential growth – which can compound dramatically over time

💷 Reach your savings goals sooner and more efficiently

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2/2a Throgmorton Avenue
London
EC2N2DG

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