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The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?
The pension Annual Allowance increased significantly in the 2023/24 tax year. If you haven’t already reviewed whether the changes could mean you can tax-efficiently add…
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Retirement planning: Should you consider a phased retirement?
Retirement can be an exciting milestone, but one that you might feel nervous about too. Setting out how to achieve the retirement lifestyle you want…
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Investment market update November 2023
While inflation is starting to ease in economies around the world, there are still signs of economic challenges ahead. Read on to find out what…
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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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