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Why business owners may want to consider a pension alongside their exit strategy
When you’re building a business, you might have little time to think about other aspects of your long-term finances. However, overlooking your pension in favour…
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Investment market update: December 2025
After a year filled with uncertainty and rising trade tensions, markets were calmer in December 2025. Find out what may have affected the performance of…
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Gifting to reduce an Inheritance Tax bill? Here are 5 things to check first
In the Autumn Budget 2025, the chancellor announced that Inheritance Tax (IHT) thresholds would remain frozen for a further year, until 2031. Upcoming changes will…
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How much should you contribute to your pension?
A third of people don’t know how much they need to contribute to their pensions every year to create a comfortable retirement, according to a…
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7 ways financial planning could help you set realistic goals
As 2026 begins, it’s a good time to think about what you want to achieve in the coming months. A tailored financial plan can help…
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5 useful tips that could help you identify financial blind spots
There are times when you may make mistakes without realising it. These mistakes could be due to blind spots, such as habits, assumptions, or risks…
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Investment market update: November 2025
One of the biggest factors affecting investment markets in November 2025 was concern about an AI bubble. Despite this, there were still market highs recorded…
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5 interesting insights from the investment market in 2025
The last 12 months have been interesting for investors, with the market experiencing volatility. Read on to discover valuable insights from 2025. 1. Many markets…
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8 financial tasks to complete before the end of 2025
Amid mingling with friends and celebrating with family during the festive period, you might have quieter days to tackle some financial tasks as you enjoy…
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Explained: The new Cash ISA rules and what they mean for your savings
In the November 2025 Budget, the chancellor revealed new Cash ISA rules that will affect under-65s. The change could affect your savings and wider financial…
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How cashflow planning turns numbers into possibilities
When you’re making financial decisions, it can feel like you’re faced with indecipherable numbers. You might know how much you have in your bank account…
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Phasing into retirement: 5 essential financial considerations
While phasing into retirement can offer you greater flexibility, it may make your finances more complex. Read on to find out more about five key…
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