Author: Rebecca Aldridge

Fixed Fees for Financial Planning Fixed fees for financial planning

Reading Time: 3 minutes How do fixed fees for financial planning work? Unlike many financial advisers, we do not charge a percentage of your wealth. We don’t believe it’s fair to charge someone ten…

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Protecting your digital legacy Protecting your digital legacy

Reading Time: 3 minutes When you lose a loved one, you and your family may either want or need to access their digital accounts. Of course, protecting your digital legacy is important for financial…

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Mini-Budget Mini-Budget September 2022

Reading Time: 4 minutes After the UK had been crying out for help, on 23rd September 2022, the new chancellor Kwasi Kwarteng said that “help is indeed coming” in the mini-budget announced in the…

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10 idea for retirement 10 Ideas for retirement plans

Reading Time: 3 minutes Whether you’re about to retire, semi-retire, or simply looking ahead, people often have very different ideas when it comes to their retirement plans. Some people prefer to travel, while others…

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Common adviser questions 5 Common questions for financial advisers

Reading Time: 3 minutes In general, most people find financial matters a little complicated. Many also forget to factor in the impact of certain life events that could affect their future plans. Let’s look…

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protect savings in cost of living crisis Protecting savings in the cost of living crisis

Reading Time: 3 minutes Protecting savings in the current cost-of-living crisis is starting to impact those who’ve never had to think about their daily spending before. Many people are having to dip into their…

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Receiving an inheritance Receiving an inheritance at different ages

Reading Time: 3 minutes According to a report in Your Mortgage, 11.6 million people in the UK have received an inheritance in the last 10 years. Whether it’s expected or not, receiving an inheritance at…

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electric vehicle Buying an electric car or EV

Reading Time: 3 minutes Buying an electric car, or EVs as they’re known, could save you money in the long run and reduce your carbon footprint. Every day in the UK, we see big…

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Underpaid State Pension Have you been underpaid your State Pension?

Reading Time: 3 minutes It’s thought that 237,000 women are likely to have been underpaid their state pension at an estimated average of £8,900. The Department for Work and Pensions (DWP) is currently reviewing…

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Have you paid too much tax on your pension?

Reading Time: 2 minutes At the end of 2021, HMRC refunded over £42m in tax overpayments to those drawing down from their pensions. So if you have recently taken money out, it’s worth checking…

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Funding a narrowboat Funding a narrowboat lifestyle

Reading Time: 3 minutes Living on a canal boat is a fast-growing trend in the UK. Many people dream of gliding along our nation’s waterways, enjoying a nomadic existence, and being close to nature….

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Cut costs on energy bills Eco-friendly homes: cut costs on energy bills

Reading Time: 3 minutes It’s no surprise that certain eco-friendly home improvements can help you cut costs on energy bills. But where’s a good place to start, and what energy-efficient modifications make a big…

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What happens next for lottery winners What happens next for lottery winners?

Reading Time: 4 minutes Imagine checking your numbers to discover you’ve won the jackpot? It’s something dreams are made of, and if that day ever comes, you’ve probably spent the money in your head…

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Topping up NI for state pension Topping up NI for your state pension

Reading Time: 3 minutes The state pension forms the backbone of many people’s retirement plans. So ensuring you have enough National Insurance (NI) contributions for your full state pension entitlement is important. Since the…

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Leaving a gift in your will to charity Leaving a gift in your Will to charity

Reading Time: 4 minutes When you think about your legacy and what you might leave behind, does it include leaving a gift in your Will to charity? If not, there are numerous benefits. Not…

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How to manage your time through life How to manage your time through life

Reading Time: 4 minutes “Time is what we want the most, but what we use worst”, and when it comes to living our busy lives, it’s often hard to know how to manage your…

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Financial planning for blended families Financial planning for blended families

Reading Time: 4 minutes Financial planning for blended families can be tricky for those who find themselves in this situation. When families combine, it adds an extra dimension to the family dynamic, and finances,…

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