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Investment market update: October 2023
As inflation remains stubborn, and interest rates may have to remain higher for longer, recessionary concerns have grown around the world.
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How to help your family manage your affairs when you pass away
Planning for your death can be emotionally difficult, but it could be a huge help to your loved ones. Research suggests…
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Don’t overlook trusts, they could be a useful way to pass on wealth
Trusts may be a useful way to pass on wealth, but research suggests it’s an option some people are dismissing. You…
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More people than ever celebrate their 100th birthday. Here’s why it affects financial plans
More people in England and Wales are celebrating their 100th birthday. It could have implications for your financial plan and creating an income…
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5 practical steps you could take this year if you want to retire in 2024
Every year thousands of people retire. It’s a milestone that you might be looking forward to in 2024 with excitement. It’s also a…
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2 key reasons why you may want to update your plan during a financial review
Regular financial reviews may help keep you on track to meet your goals and give you confidence in the steps you’re taking. As…
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Investment market update: September 2023
Economies around the world continue to struggle with high inflation and weakening demand affecting GDP. Read on to discover some of the factors that may…
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The healthy living lessons you could learn from blue zones
Embracing lessons from so-called “blue zones” could boost your health and longevity, according to an expert. Read on to find out more about these areas…
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Inflation has cost savers ÂŁ113 billion in real terms in the last year
High inflation over the last year has collectively cost savers billions of pounds in real terms, according to an Independent report. Have…
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How to make happiness part of your financial plan
People often think of their financial plan as a way to grow their wealth and provide financial security. You might consider areas like your pension…
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Financial security is the most important retirement goal for 9 in 10 Brits
When you think about the most popular retirement dreams, an adventurous cruise or having time to put your feet up might come to mind. Yet,…
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Here’s why pension reforms mean you might want to reconsider your retirement plan
Government changes to when pensions are taxed may mean you could save far more tax-efficiently for your retirement. If a potential tax bill influenced your…
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