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It’s good to talk
How to navigate financial conversations with your family Money, a subject often seen as taboo within family conversations, is...


The power of prevention
An effective financial plan acts as your protective shield In the realm of financial well-being, an old adage rings particularly true:...


The forgotten task on Britons’ to-do list
Financial pitfalls that could have been easily avoided Managing retirement plans and paperwork can seem daunting in our fast-paced,...


Financial aspirations
10 fundamental principles every investor should adhere to Investing in today's global geopolitical economic climate can appear daunting...


£32 billion hole in UK savings pots
Rise in living costs forcing many people to dip into their financial reserves The average cost of housing, food, and energy bills have...


National Insurance Contributions (NICs)
Significant reforms and rates cut for millions of workers National Insurance is a cornerstone of the welfare and benefits system. As a...


Financial road map for 2024
How to devise a robust plan for wealth accumulation and protection Understanding your financial situation is crucial to achieving both...


Personal tax planning
Understanding the system and taking proactive steps to minimise liabilities Our hard-earned money is precious to us, and understandably,...


High costs of private education
The significant decision of choosing a private school for children Choosing the right educational path for your children is one of the...


Are you ready to invest?
Establishing safeguards before embarking on an investment journey Investing comes with its share of risks, which can sometimes lead to...


Strategies to minimise retirement tax
any pensioners may face a lurking tax risk as the State Pension grows Many pensioners may face a potential tax pitfall as the State...


Aspiring towards retirement
Why many people experience a mixed bag of emotions on the subject Retirement is often envisioned as a time to unwind and indulge in our...


A crucial decade: financial planning in your 50s
Maximising your earnings or laying down a robust financial plan As you sail into your 50s, it becomes pivotal to consider your financial...


Journey to monetary autonomy
Optimising your finances and formulating an all-encompassing wealth plan for the future Everyone is entitled to monetary autonomy, and...


How to find or trace a lost pension
Total value of lost pension pots £26.6 billion in 2022 Tracking down a lost pension pot can be daunting, especially if you’ve switched...


How to reduce the impact of inflation on retirement income
During periods of economic uncertainty, it’s advisable to reassess your retirement plan Living on a fixed income, such as a pension,...


Millions may have to rethink their retirement plans
More than one in ten have mortgage debt in the final decade before they retire Credit or store card debt is the most common form of debt,...


Bonds vs equities
Where should income-seekers turn? UK income-seekers often face the dilemma of choosing between bonds and equities for their investments....


Gap in knowledge and uptake of Power of Attorney
Protecting individuals and facilitating smoother decision-making processes Recent data highlights a concerning gap in knowledge and the...


Do our later life dreams really become retirement reality?
Taking the necessary steps towards a fulfilling retirement UK adults aged 50 and above were asked about their retirement dreams and...
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