News

News

Tax in uncertain times

Key financial changes that have affected millions of people from April Most taxpayers started to see their tax bills increase from April 2022. As we move into the new 2022/23 tax year, now is the time to review your tax affairs to ensure that you have taken advantage...

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Passing on wealth to the next generation

30 million parents want to leave wealth in their Will Millions of Britons say they want to plan to pass on wealth to their children and grandchildren in a Will – but fewer than half have written one, according to new research[1]. Failing to plan could potentially lead...

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More Britons insure their homes than their lives

Ensure your financial security for when you might need it most There are a number of reasons why you might need life cover and critical illness cover. If you have dependents, then it is important to make sure that they will be financially secure if something happens...

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Dealing with divorce

Revolution in family law finally removes the need for blame as a basis for divorce No one enters into marriage expecting it to end in divorce. However, for many couples, divorce is the sad reality. If you are facing divorce, it is important to know that you are not...

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Future Wealth

The average British child is worth just under £5,000 by the time they reach school When we talk about the Bank of Mum and Dad, we are effectively talking about handing money over to your children. There are many reasons why your descendants might look to you for...

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‘Time is money’

5 principles of investing everyone should know Are your investments working as hard as they could be? With so many options out there, it can be confusing. We can help you navigate your options and provide a personalised recommendation based on your investment goals....

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Pension freedoms

You work, you save and then you retire A full and happy retirement is a priority for many. But no two people are alike. A ’one-size-fits-all’ system cannot accurately account for everyone’s individual lifestyle choices, so it makes sense that the way you prepare for...

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‘Job for life’ a thing of the past

Most Millennials and Gen Z have two or more pension pots If you’ve worked multiple jobs over the years, you may have been auto-enrolled into a number of pension plans by past employers. You might also have a few pension plans that you opened yourself. Keeping track of...

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Investment choices

When it comes to money and investing, we’re not always as rational as we may think. Every human being is driven by emotions – more than we would like to admit. Emotions are the key drivers of our behaviour, and these behavioural patterns shape our way of investing,...

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Cost-of-living crunch

Savers still recognise the importance of long-term planning Britain’s cost-of-living crunch has hit the country hard, with inflation at its highest level in three decades, petrol prices spiralling, retail price increases rising to their highest levels in ten years...

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