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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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More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25
More than 1 million investors will be hit with a Dividend Tax bill for the first time in the 2024/25 tax year, according to an…
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Are you risking a pension shortfall by overlooking longevity?
A survey suggests that some retirees could risk running out of money during their lifetime because they haven’t considered how long their assets need to…
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Retirement planning: The 3 main ways you could access your pension
When you give up work, your pension is likely to play a key role in creating an income. So, an essential part of retirement planning…
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All the winners and losers from the 2024 Spring Budget
With one eye on a forthcoming general election, the chancellor has announced a Budget aimed at generating long-term growth, with “more investment, more jobs, better…
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Your Spring Budget update – the key news from the chancellor’s statement
The 2024/25 tax year is just a month away, and chancellor Jeremy Hunt has delivered his 2024 Spring Budget, outlining the government’s plans for the…
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Investment market update: January 2024
While a new year started, many of the key factors affecting economies and markets in January were the same as those in 2023, namely high…
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A Lasting Power of Attorney could offer protection at every life stage
Naming a Lasting Power of Attorney (LPA) is often associated with the elderly. But it could provide vital protection and peace of mind at every…
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