It's time for your mid-year financial check-up

clock

Believe it or not, we are nearly half way through the tax year and a lot has happened over the past six months.

This article first appeared on Your Money. There has been the threat of military action in Syria, confusion over the end of quantitative easing in the US and a new Bank of England governor to highlight just a few key events that have affected savers and investors. We have also heard more positive rhetoric about the global recovery with several experts predicting a bullish outlook for markets in 2014. As such, it has perhaps never been more worthwhile carrying out a mid-year review of your personal finances. Here, Tom Stevenson, investment director at Fidelity, highlights seven t...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax Planning

HMRC consults on extending UTT regime 'targeting' wealthy individuals

HMRC consults on extending UTT regime 'targeting' wealthy individuals

To cover stamp duty, National Insurance, IHT and CGT

Isabel Baxter
clock 13 May 2026 • 2 min read
Probate cases taking nearly two years rise by 131%

Probate cases taking nearly two years rise by 131%

Increased risk of interest accruing on IHT

Jaskeet Briah
clock 07 April 2026 • 2 min read
Government confirms standalone death-in-service benefits exempt from IHT changes

Government confirms standalone death-in-service benefits exempt from IHT changes

'The draft clause was nonsensical'

Jaskeet Briah
clock 17 March 2026 • 3 min read