Author: Rebecca Aldridge

volunteering activities 7 Volunteering activities for retirees

Reading Time: 3 minutes As it’s Volunteers’ Week, we thought we’d explore some volunteering activities for retirees. Whether you are retired or about to retire, becoming a volunteer is a great way to give…

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How to avoid fraud and tax scams How to avoid fraud and tax scams

Reading Time: 3 minutes Sadly, we are seeing a rise in sophisticated financial scams. If you fall victim, you are unlikely to get your money back. So, how can you avoid fraud and tax…

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Financial planning can help your mental health Financial planning can help your mental health

Reading Time: 4 minutes It’s Mental Health Awareness Week, which runs until Sunday 21 May, and this year’s theme is “anxiety”. The current steep rise in the cost of living has increased many people’s…

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Lottery win, winner, lottery win UK What to do if you win the lottery in the UK

Reading Time: 3 minutes Congratulations, you’re a lottery winner! Whether it’s a few thousand or you’ve won the jackpot, it’s worth knowing what to do if you win the lottery in the UK. Coined…

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Are annuities worth it? Are annuities worth it?

Reading Time: 3 minutes Over recent years, the financial planning world hasn’t had much reason to recommend annuities. But this has changed following a series of interest rate increases since the Budget last October….

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misconceptions of protection The misconceptions around protection

Reading Time: 3 minutes There are so many misconceptions around protection. In general, public opinion on the insurance industry is often negative, despite the positive safeguarding benefits for families. Protection is always a sensitive…

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Spring Budget 2023 Spring Budget 2023: What it means for you

Reading Time: 5 minutes On 15th March, the government announced the Spring Budget 2023, with some major statements made by the Chancellor of the Exchequer, Jeremy Hunt. The budget comes with the UK still…

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7 Ideas for ecotourism holidays

Reading Time: 3 minutes 7 Ideas for ecotourism holidays Nowadays, an increasing number of people are opting for ecotourism holidays, where their travel has less impact on the environment. Climate change is an urgent…

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Financial planning and cash-flow modelling Financial planning and cash-flow modelling

Reading Time: 3 minutes A financial plan gives you the knowledge you need to make important decisions about your life, while a stable cash flow will enable you to achieve your plans. So how…

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Do you need inheritance money advice Do you need inheritance money advice?

Reading Time: 3 minutes Have you recently inherited a large sum of money? 2022 was a record-breaking year for inheritance tax. So, if you need inheritance money advice, then it’s more important than ever…

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What does financial planning cover What does financial planning cover?

Reading Time: 3 minutes When it comes to managing your financial matters, some focused planning will help you achieve the lifestyle and future you desire. So, what does financial planning cover exactly? Let’s take…

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Combining holidays and hobbies Combining hobbies with holidays

Reading Time: 3 minutes Are you looking for interesting holiday ideas this year? Combining hobbies with holidays is one way to enjoy some quality time. We share some ideas where you can enjoy your…

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Busting financial acronyms Our guide to busting financial acronyms

Reading Time: 3 minutes Do you know the difference between a SIPP and a SSAS? We like to talk to our clients in an easy-to-understand, non-jargon way, but many financial terms still need to…

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Appointing the right executors and attorneys Appointing the right executors and attorneys

Reading Time: 3 minutes When it comes to making a Will or arranging Lasting Powers of Attorney, appointing the right executors and attorneys is important. These roles involve controlling your estate and assets and…

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