Knowledge Sharing

Insightful content from our Financial Services and Wealth Management team

At RPGCC Financial services we think it is important that our clients are well informed and, therefore, we will always communicate with you in a way that is clear and transparent.  Below are a few of our latest publications which we thought you might find both interesting and helpful.  

Of course, this is just the tip of the iceberg in terms of the knowledge we have to share.   If you would like to discuss anything contained in the publications below with one of our Independent Financial Advisers, please contact us at hello@rpgcc.co.uk or telephone us on 020 7870 9050. 

A member of our team is waiting to help you achieve your financial goals. 

Blog

Tracing a child trust fund

Tracing a Child Trust Fund

We are often asked by clients when they are reviewing their affairs how they trace the child trust fund they set up many years ago.

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buy-to-let property and your investment portfolio

Buy-to-let property and your investment portfolio

A buy-to-let property can help you to grow your wealth, but there are some important risk factors to consider.

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What a labour government could mean for your finances

What a labour Government could mean for your finances

Here’s what a Labour government under Keir Starmer could mean for your finances.

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How to improve your financial health

How to improve your financial health

Improving your financial health involves strategic planning, informed decision-making, and constant adjustments

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is your pension income going to be sufficient

Is your pension income going to be sufficient? 

We are often asked by clients whether their pension income is going to be sufficient to meet the family’s future living expenses.

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Extracting profits from your business

Extracting profits from your business

One of the challenges that you may not have foreseen is deciding how to extract profit from your business in a tax efficient way.

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Autumn Budget key measures

Autumn Budget Key Measures

What were the key measures announced in the Autumn 2024 budget? 

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British ISA

Will Labour scrap the British ISA?

We asked our Financial Services team for their thoughts on the suspected u-turn.

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pensions & investments

What could the General Election mean for pensions & Investments?

We take a look at the 3 main party pledges on pensions & investments.

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Financial Services using your year end allowances

6 Allowances to use before the year-end. 

The next few weeks offer a great opportunity to make the most of your tax allowances, as many of them will reset on 6 April.

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How much is enough when selling your business

How much is enough when selling your business?

Deciding to sell your business is an exciting milestone, but it can come with some questions and challenges too.

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Weaving your side hustle into your financial plans

5 ways to weave your side hustle into your financial plan

Side hustles are a popular way to make additional income on top of your primary job. They can also play an important role in your financial plan.

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10 common pension questions answered

10 Most asked pensions questions answered

We asked our financial services team to share the most frequently asked pension questions.

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Financial Gifts

3 Benefits of giving financial gifts

What are the 3 main benefits of giving financial gifts in your lifetime?

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Abolition of lifetime allowance

Abolition of Lifetime Allowance

In his 2023 Spring Budget Jeremy Hunt announced a raft of changes to pension tax rules.

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Maximising your annual ISA allowance

Are you maximising your ISA Investments?

At this time of year we are often asked by clients how you maximise your Annual ISA Allowance and the actions you should take before the tax year end?

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Are your investments in the best possible hands

Are your investments in the best possible hands?

A recent independent article reported that one of the UK’s largest investments adviser firms had some of the poorest performing investment funds.

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Labour's first budget

Labour’s First Budget, what might be included?

Chancellor Rachel Reeves announces her first Labour Budget in October. 

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Pensions Review chancellor Rachel Reeves

Pensions Review announced by the Chancellor

Chancellor Rachel Reeves announces UK pensions review. 

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Happy New Tax Year

Happy New Tax Year

Explore key strategies and considerations for navigating personal tax planning in the new tax year.

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Are you thinking of ESG investing?

Thinking of ESG Investing?

If you’re a business owner looking to invest more in 2024 while also doing your bit to help fight the climate crisis, environmental, social, and governance (ESG) investing might be for you.

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5 benefits to attract employees to your business

5 Employee benefits to attract employees to your UK business

Want to attract the right people to help run your new UK business venture? These crucial employee benefits are a great place to start.

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Publications

Wealth planning for you and your family
Financial planning for enhanced tax efficiency
UK tax efficient savings
Gilts, RPGCC Financial Services Limited
6 ways to reduce your tax bill

These publications are correct at the time of writing.  RPGCC Financial Services Limited can take no responsibility for any actions you opt to independently take, or refrain from taking without seeking professional advice.  It is important to remember that the value of investments and the income from them can fall as well as rise. You may get back less than you originally invested and past performance is not a reliable indicator of future results.

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We’re here to help and nothing helps more than a one-to-one conversation. Let’s talk today to find out how we can make your business and your life run more smoothly.

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