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3 practical ways you could reduce your tax bill in retirement
The number of retirees who could face an Income Tax bill is expected to rise. If your total income could exceed tax thresholds, there might…
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How a financial plan could alleviate your inflation worries
The uncertainty of how the cost of living will change during your lifetime can make long-term planning difficult. After all, how can you be certain…
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How to beat the potential harmful effects of “loss aversion” on your wealth
“Loss aversion” is a type of bias that could affect how you manage your finances. It’s a concept that was developed by renowned psychologist Daniel…
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Landlords could end up with larger Capital Gains Tax bill despite Budget cut
In the 2024 Budget, the chancellor announced a cut to the higher rate of Capital Gains Tax (CGT) for residential property, which, on the surface,…
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Investment market update: April 2024
Interest rates and inflation continued to affect markets around the world in April 2024. Read on to find out what else may have affected investment…
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3 useful options you may want to consider when passing on assets to your loved ones
There’s more than one way to pass on wealth to your family. Which option is right for you could depend on a range of factors,…
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4 compelling reasons you might want to consolidate your pension
It’s been more than a decade since auto-enrolment was introduced, and now most workers automatically become members of their employer’s pension scheme. While more people…
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The value of financial planning: 5 fantastic ways tailored advice may help grow your wealth
Financial planning can help you to reach your life goals, and give you and your loved ones security and peace of mind. Over the next…
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More retirees may need to consider tax liability as State Pension nears the Personal Allowance
To be entitled to the new full State Pension, you need at least 35 qualifying years of National Insurance contributions or credits. If you have…
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Investment market update: February 2024
While many economies are still struggling with high inflation there are signs that the pace is starting to slow, which could pave the way for…
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Have you overlooked speaking to your beneficiaries as part of your estate plan?
You may already have your estate in order and have written your will accordingly, but have you overlooked the value of speaking to your beneficiaries?…
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A worrying 2 in 5 wealthy individuals have fallen victim to a financial scam
A recent survey reported by Professional Adviser revealed that 2 in 5 wealthy individuals have been the victim of financial crime. Of…
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