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Investment market update: April 2025
Once again, US president Donald Trump’s trade tariffs have affected investment markets throughout April 2025 and could have far-reaching implications over the coming months. Indeed,…
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Essential estate planning steps that could protect young family members
When you’re creating an estate plan, there are a lot of areas you might need to include, from considering tax liability to naming your beneficiaries.
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5 shrewd ways to avoid paying tax on your savings
24% of people think all their savings are tax-free, according to a Lloyds Bank survey carried out in February 2025. However, they…
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Key financial planning challenges couples face and how we could solve them
Creating a financial plan can seem complicated, especially if you need to take into account your partner’s views, assets, and goals. At times, you might…
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Why investor fear and anxiety play a role in market volatility
2025 has already been eventful for investors. Many factors are influencing market volatility, and one cause you might have overlooked is the emotions of investors.
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Does money make us happy?
This guest blog was written by Chris Budd who wrote the original Financial Wellbeing Book, and also the Four Cornerstones of Financial…
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Investment market update: February 2025
After reading headlines throughout February, you might be expecting a gloomy investment outlook. Yet, despite threats of trade wars and uncertainty around the world, there…
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5 ways to make nature part of your routine
As spring starts to bring us nicer weather, you might be thinking about ways you can spend more time in nature. But did you know…
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6 estate planning lessons you could learn from the Murdoch family dispute
The Murdoch family’s messy dispute over who will retain control of Rupert Murdoch’s media empire when he passes away has been grabbing headlines. While your…
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How to reduce your Capital Gains Tax bill in 2025
A combination of rising rates and panic ahead of the current government’s first Autumn Budget has led to HRMC collecting a record amount in Capital…
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The potential perils of accessing your pension at 55
Reaching the minimum pension age and being able to access your retirement savings might mean new possibilities opening up. You may start thinking about giving…
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Why ongoing financial advice could ease your mental load
Handling finances is a part of life and something that most people do, but that doesn’t mean it isn’t stressful. Indeed, many people don’t feel…
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