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Forbes Financial Ltd
Ground Floor
Oakhurst House
77 Mount Ephraim
Tunbridge Wells
Kent
TN4 8BS

01892 527 494

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Resources

Keeping our clients informed and up to date with the latest updates is very important to us at Forbes Financial. We release regular articles to help our clients with the different areas to think about that affect their financial future. This could be formal articles around tax changes or pension information, or it could be more about the emotional support and behavioural aspects of financial planning – we try to create a well rounded and topical range of content.

If you would like to receive regular updates the best thing to do is to subscribe via email to The Source which is our quarterly digital email magazine.

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Unforeseen consequences: How far reaching will US tariffs be?

At a glance: Global supply chains may be a casualty of the US tariff actions, extending its impact beyond just the directly affected countries. Experts at SJP explore the potential long-term ramifications of the latest in protectionist measures. The moves by the US to...

By Matthew Forbes

5 February 2025

Could a Legacy Preservation Trust help minimise your IHT bill?

We all want to leave the best legacy we can to those we love. There are some easy steps you...

By Matthew Forbes

31 January 2025

How you can maximise your pension contribution

At a glance Understanding and using your full range of tax breaks on ISAs, pensions, dividends and capital gains...

By Matthew Forbes

28 January 2025

Passive – Active: it’s not either/or

At a glance: The basic argument for active management is that skilled managers can identify winners and avoid losers...

By Matthew Forbes

24 January 2025

Top tips for maximising your ISA returns

Getting the most from your ISAs while ensuring the right mix of Cash and Stocks and Shares ISAs, will...

By Matthew Forbes

Previous 1 … 14 15 16 17 Next

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Forbes Financial Ltd
Ground Floor
Oakhurst House
77 Mount Ephraim
Tunbridge Wells
Kent
TN4 8BS

Telephone

01892 527494

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Monday - Friday
9:00am to 5:00pm

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Forbes Financial Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.

Forbes Financial Ltd is registered in England and Wales, Number 06106122. Registered Office: 10 Lonsdale Gardens, Tunbridge Wells, Kent, TN1 1NU.

SJP Approved 18/12/2024

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