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Charlie Sammonds

Charlie Sammonds

Investing 101

How to invest in the S&P 500

by Charlie Sammonds July 1, 2025
written by Charlie Sammonds

The S&P 500 is one of the most popular ways to invest in the US stock market, and with good reason. It includes some of the world’s most valuable and …

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Pensions

How to use carry-forward to boost your pension contributions

by Charlie Sammonds June 19, 2025
written by Charlie Sammonds

Estimated read time: 7 minutes If you’ve got extra income this year and want to maximise your pension contributions, the carry-forward rule could be a powerful tool.  It allows you …

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Pensions

Take advantage of pension contribution tax relief

by Charlie Sammonds December 20, 2024
written by Charlie Sammonds

While pensions are clearly an effective way to save for retirement, a benefit a lot of people overlook is the tax relief. In this article, we’ll explain how the pension …

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Investments

An update on fractional shares

by Charlie Sammonds November 5, 2024
written by Charlie Sammonds

Given the speculation around fractional shares and their eligibility for use in ISAs, we’re pleased to share some good news with this update! As investors you may already be aware, …

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Investments

Your mid-tax year portfolio review

by Charlie Sammonds October 3, 2024
written by Charlie Sammonds

As of October 5th, we’re now half way through the tax year. With six months to go before the new tax year gets underway, why not give your portfolio a …

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