Apex CB Financial @apexcb
Experienced Independent Financial Advisers providing holistic planning & Wealth Management to personal and corporate clients in Dorset & Hampshire apexcb.com Poole, Dorset Joined October 2011-
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The UK Budget’s Hidden ISA Changes: What Savers Need to Know apexcb.com/2024/11/08/the… #ISA #Budget2024 #CGT #incometax #InvestmentStrategies
There could be good news on the horizon for mortgage holders. Experts are predicting that the Bank of England (BoE) will reduce the base interest rate, which could slash your mortgage repayments. apexcb.com/2024/10/31/int… #mortgagerates #FinancialPlanning #InterestRates
2 key Budget announcements that may affect your financial plan: CGT and IHT apexcb.com/2024/11/04/2-k… #Budget2024 #CGT #IHT
🌍 #MarketUpdate: October brings stabilised inflation in key economies, potential rate cuts in the UK, & rising gold prices amid global tensions. Manufacturing faces hurdles, but economic growth shines. #InvestmentNews #Economy2024 #Finance #ApexCB bit.ly/4fphDn8
💼 Big IHT changes in the 2024 UK Budget! Retirees, check out key planning strategies to protect your legacy. 👇 bit.ly/4e8UKTJ #UKBudget2024 #InheritanceTax
Maximise Your State Pension! Have gaps in your National Insurance record? Don’t miss your chance to top up before the deadline! Boost your retirement income by buying missing years. Read more: [apexcb.com](apexcb.com/2024/10/29/max…) #StatePension #RetirementPlanning
With the speculation that Rachael Reeves may align Capital Gains Tax and Income Tax rates, are you considering selling assets before the Oct 31st Budget? #Budget2024 #Taxes
There is growing speculation that the Chancellor may align Capital Gains Tax (CGT) rates with income tax, refocusing attention on the choice between bonds and collective investments such as OEICs and unit trusts. apexcb.com/2024/09/20/the… #investing #taxationchanges #Budget2024
74% of investment advice from social media leads to poor outcomes. Here's why... apexcb.com/2024/09/19/74-… #investing #investingtips #FinanceTips
Who doesn't enjoy a great glass of wine! Read our article on the best wine tour weekend breaks #wine #winetasting #winetourism #tripsaway apexcb.com/2024/09/19/the…
What happened in the #markets during the rollercoaster month of August? Get up to speed with our market update #financenews #investing #investingtips apexcb.com/2024/09/19/inv…
The average #student leaves Uni with almost £44,000 of #debt. What can parents do to help? Read our article... #students #FinanceTips apexcb.com/2024/09/19/wan…
We're getting a lot of questions from clients worried about which taxes may change in the October #Budget2024 and so have put this document together, based on expert opinion #Labour #finance #financenews #RachelReeves apexcb.com/2024/09/13/wha…
The world of finance is filled with complex terms and strategies, and one such term that often comes up is the “Yen carry trade.” To understand why this strategy can cause significant market volatility read our blog: apexcb.com/2024/08/08/wha… #finance #markets #centralbanks
Today’s key market movements: - The Bank of Japan will not raise interest rates during the current market instability. - The US Treasury is attempting to raise capital through the issuance of bonds. - The market is currently placing around a 70% chance of an interest rate cut…
🔍 Dementia Breakthroughs 🧠 New advancements in dementia diagnosis and treatment are emerging! Discover how innovative blood tests and lifestyle changes could revolutionize care. Learn more about these promising developments. Read more in our blog apexcb.com/2024/08/07/res…
🌍 Market Update - July 2024: Elections & US campaign shook markets. Discover the details! 📈Read more🔗apexcb.com/2024/08/07/inv… #MarketUpdate #Finance
🌟 Labour's New Dawn 🌟 Discover how Labour's sweeping victory and ambitious reforms are set to transform the UK's economic landscape! Dive into key policies, investment opportunities, and market impacts. 📈💼 apexcb.com/2024/07/05/lab… #UKInvesting #LabourVictory #EconomicReform
15 delicious and unique afternoon teas to enjoy across the UK apexcb.com/2024/07/01/15-… #afternoonteatime

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