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Recent Posts

• Guide: The surprising benefits of choosing a “living legacy” for your loved ones
• Your Autumn Budget update – the key news from the chancellor’s statement
• Investment market update: September 2024
• Landlords: How to make your property more energy-efficient
• How would soaring property prices affect a 2024 Monopoly board?
• How to balance philanthropy with your long-term financial security
• 5 reassuring ways a financial plan could help you deal with life’s scares
• 3 insightful pieces of data that could help you remain calm during market volatility
• Guide: Your retirement choices: How to generate an income in later life
• Investment market update: June 2024
• 3 fun ways you can pass on essential money lessons to children
• How to use life insurance to cover a future Inheritance Tax bill for your family
• Higher-rate taxpayers: Beware of the 60% tax trap
• Why the “4% rule” could put your retirement finances at risk
• The fantastic benefits of basing your financial plan on happiness
• Investment market update: March 2024
• How financial protection could offer security to parents
• 3 valuable ways business owners could extract profits
• Could you face an unexpected bill now the Capital Gains Tax allowance has halved?
• More retirees may need to consider tax liability as State Pension nears the Personal Allowance
• What you need to know about taking your pension tax-free lump sum in 2024/25
• Investment market update: December 2023
• 4 insightful property market predictions for 2024
• Fraudsters used “social engineering” to steal £580 million in the first half of 2023
• Why the numbers are essential for successful financial planning
• The pros and cons of choosing a living legacy over leaving an inheritance
• The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”
• Investment market update: September 2023
• The healthy living lessons you could learn from blue zones
• Inflation has cost savers £113 billion in real terms in the last year
• 5 common mistakes when writing a will that a solicitor could help you avoid
• How to make happiness part of your financial plan
• 3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax
• Investment market update: July 2023
• Why emotional decision-making could be costing you investment returns
• Market volatility means thousands of families may have overpaid Inheritance Tax
• Baffling financial jargon means Brits are overlooking ways to boost their wealth
• A grocery shop would cost just 45p in 1940s when the first supermarket opened its doors
• Investing 101: What you need to know about tax efficiency and your investment options
• Investment market update: March 2023
• Financial planning as a couple could boost your finances, but almost 2 in 5 admit to “financial infidelity”
• What does the multiverse theory have to do with cashflow modelling? Find out here
• 51% of adults don’t have a will. Here’s why it should be a priority task
• 4 valuable ways a financial planner can help you tackle “overwhelming” pension information
• Estate planning: Do you need to include Inheritance Tax?
• Investment market update: December 2022
• Why a hands-off approach could make sense when you invest
• What are “stealth taxes”, and how could they affect your wealth?
• 3 key autumn statement changes you need to be aware of for the new tax year
• Revealed: The key to happiness in retirement is focusing on experiences
• Estate planning: What is it and why does it matter?
• 3 useful options that could protect you if you’re buying a home with a partner
• The Bank of Mum and Dad is set to gift £25 billion by 2024. Here’s what parents need to know
• Living legacies are on the rise. Here’s what you need to know about them
• The UK ranks 19th globally for retirement security. Here’s why and what you can do
• Before you increase pension withdrawals as the cost of living rises, here’s what you need to consider
• Behavioural finance: The effect of psychology on investors
• Investment market update: June 2022
• Inflation: What happened the last time the cost of living was rising this rapidly?
• 5 compelling reasons why you should share a financial planner with your family
• How to protect vulnerable family members from financial abuse
• Income Tax freeze means 1 in 5 could pay the higher rate by 2024/25. Here’s how you could reduce your liability
• Should you voluntarily pay National Insurance contributions to boost your State Pension?
• Investment market update: March 2022
• 3 interesting pieces of data that show why you shouldn’t panic during market volatility
• 8 things entrepreneurs can do to improve their financial resilience
• Will disputes are on the rise. 3 things you can do to minimise the chances of your wishes being challenged
• Why good retirement planning is about more than your pension and money
• Your older pensions could be delivering “poor value for money”, and it could cost you thousands of pounds
• Investment market update: December 2021
• What happened in the property market in 2021?
• 7 different ways you can leave gifts in your will
• 38% of parents have provided financial gifts. Can you afford to do it?
• Why now is the perfect time to start thinking about the end of the tax year
• 8 things to do if you’re retiring in 2022
• 10 tips for travelling sustainably in 2022
• Inflation is set to reach 4% this year. What does it mean for your spending power?
• Why you should consider involving your family in your financial plan
• Why money conversations are important for you and your loved ones
• Why you need to complete an expression of wishes alongside your will
• Consolidation: Why it could help you beat the challenge of keeping track of pensions