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How to improve your financial resilience
This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book, and also the Four Cornerstones of Financial Wellbeing.
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Investment market update: May 2025
Uncertainty continued to lead to market volatility in May 2025. However, there was some good news for investors as some markets recovered the…
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Report: Social connections and kindness essential for wellbeing
The 2025 World Happiness Report has been released, and this year, it has highlighted the importance…
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How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill
According to a Citywire report, forecasts from the Office for Budget Responsibility (OBR) suggest the amount…
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4 steps that could recession-proof your retirement
If you’ve been keeping up with the news recently, you’ll likely know that global economic growth is under increasing pressure. In…
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Why defining “financial freedom” could help you achieve it
Achieving “financial freedom” is an aspiration many people have. Yet, it can mean different things to each person and is influenced by other…
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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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