Author: Rebecca Aldridge

Funding for a caravan Bucket list: Funding for a caravan or camper van

Reading Time: 4 minutes Over recent years amid the uncertainty over international travel, many people have opted to stay on UK soil for their holidays. And this staycation trend has seen an unprecedented rise…

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trust fund Protecting your assets with a trust fund

Reading Time: 3 minutes If you’re thinking of setting up a trust fund, it’s important to understand how this will work and what it will protect. If set up correctly, a trust ensures you…

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critical illness at any age Critical illness at any age

Reading Time: 3 minutes Nobody wants to think about getting a critical illness, but the impact of a diagnosis like this is undeniably life-changing. Physically, emotionally and financially straining, it’s a very challenging period…

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planning for tax burden Planning for a greater tax burden

Reading Time: 4 minutes In the recent Spring Statement, Chancellor Rishi Sunak announced “the biggest net cut to personal taxes in over 25 years”, directly responding to the cost-of-living crisis. In an attempt to…

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spring statement Spring Statement 2022: Budget update

Reading Time: 3 minutes On 23 March 2022, Chancellor Rishi Sunak announced a few significant changes in the Spring Statement. Overall, his budget update focused on taxation and building a stronger and more secure…

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Ethical pension The positive impact of an ethical pension

Reading Time: 3 minutes Nowadays, more people are choosing a responsible investment strategy. There are various ways to make a difference in matters like climate change or being more socially responsible. But did you…

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Crypto scams How to avoid falling for a crypto scam

Reading Time: 4 minutes Cryptocurrency scams are on the rise. As a result, the government is bringing in new rules to help tackle this growing problem. Financial promotions advertising crypto schemes on platforms such…

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Investor Insights: Russia & Ukraine Conflict

Reading Time: 4 minutes Ukraine’s glory hasn’t perished, nor freedom, nor will. – Ukrainian National Anthem It’s been very difficult to watch the scenes in Ukraine over the last few days, and as people…

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value of home improvements The true value of home improvements

Reading Time: 4 minutes Over the last two years, we’ve spent much more time in our homes, and unsurprisingly there’s been a rise in making improvements to the way we live. Whether it’s due…

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mni-retirement early retirement Are mini-retirements the new early retirement?

Reading Time: 4 minutes Whether it’s as a result of the pandemic or a general move towards more flexible living, mini-retirements are becoming a new goal for many people. Instead of focusing on an…

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Avoid underliving and overspending How to avoid underliving & overspending

Reading Time: 5 minutes Trying to avoid underliving and overspending has become a fine balancing act for many nowadays. With the rising cost of goods, energy and taxes, even the most stable cash flow…

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Cash flow vs financial planning Cash flow vs. financial planning

Reading Time: 4 minutes Maintaining a steady cash flow, along with careful financial planning, will help to give you clarity at different stages of your life. This can be especially useful during transitional phases…

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Divorce later in life Silver splitters: Divorce in later life

Reading Time: 3 minutes If you’ve not heard the term “silver splitters”, this refers to people aged over 50 who divorce in later life. But did you know that the number of couples divorcing…

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2021 review 2021 review from Balance Wealth Planning

Reading Time: 6 minutes 2021 has been another ‘interesting’ year, with more highs and lows. But before setting our sights on any goals for 2022, now is the perfect time to look back and…

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