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3 helpful ways effective financial planning could ease health fears
NHS waiting lists have reached a record high and a survey suggests people are worried about the effect it could have on the care they…
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Cost vs value: What’s the difference when you’re making a financial plan?
When you’re making decisions, cost might be an important factor, but value could be just as crucial. Balancing cost and value in your financial plan…
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The families of 6 in 10 over-75s could face challenges if they lose mental capacity
A survey suggests more than half of people aged over 75 haven’t arranged a Lasting Power of Attorney (LPA). It’s an oversight that could mean…
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7 lessons you could learn from the Wright brothers to help your finances soar
December 2023 marks 120 years since the Wright brothers made their first flight in a Kitty Hawk in North Carolina. The flight lasted just 12…
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The number of pension savers risking a charge by exceeding the Annual Allowance soars 20%
Some pension savers may have unwittingly exceeded a tax allowance and could now face a higher bill, figures suggest. According to HMRC…
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Everything you need to know about the 2023 Autumn Statement
On 22 November 2023, chancellor Jeremy Hunt delivered the Autumn Statement against a backdrop of a cost of living crisis and a looming general election.
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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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