Author: Rebecca Aldridge

5 top tips for managing your money worries 5 top tips for managing your money worries

Reading Time: 4 minutes One of the most common causes of stress is money; whether you have a six-figure salary or live month-to-month, we all worry about money to some extent. Many of these…

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The big tax freeze The big tax freeze

Reading Time: 4 minutes In the aftermath of the COVID-19 pandemic, the Government announced the 2021 Budget and its plans for economic recovery. Whilst there were no painful tax hikes, the subtle changes haven’t…

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Active vs passive investing Active vs passive investing

Reading Time: 3 minutes When it comes to investing, there is a whole world of choice out there. With over 3,000 types of funds to choose from in the UK, from mutual funds, closed-end…

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TaxPlanning Tax planning for 2021/22

Reading Time: 5 minutes As we approach the new tax year, it’s time to look at the tax changes for 2021/22 and how you can better organise your finances and maximise your savings in…

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Lockdown lessons Lockdown lessons

Reading Time: 4 minutes As we near the year anniversary since the UK entered the first national lockdown, and we edge closer to the current lockdown restrictions lifting, it’s got us thinking about experiences…

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Budget 2021: What does it mean for you? Budget 2021: What does it mean for you?

Reading Time: 3 minutes On Wednesday 3rd March, Chancellor Rishi Sunak delivered the Budget in Parliament, following a year of extraordinary economic challenge because of the ongoing COVID-19 pandemic. We’ve heard a lot from…

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Financial planning for life's unexpected events Financial planning for life’s unexpected events

Reading Time: 3 minutes If the last year is anything to go by, ‘expect the unexpected’ has never been more appropriate. It’s virtually impossible to anticipate life’s unexpected events, but factoring these concerns into…

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The benefits of cashflow modelling The benefits of cashflow modelling

Reading Time: 4 minutes Cashflow modelling is one of the main components of a robust financial plan. But what is it and what are the benefits? It’s not very often that people walk into…

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What to do with a lottery win What to do with a lottery win

Reading Time: 4 minutes Here’s a hypothetical for you; if you won the lottery tomorrow, what would you do with your lottery win? Winning the lottery is a life event that very few are…

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Investing time in you Investing time in you

Reading Time: 3 minutes Ever feel like life is moving too fast? Despite the world slowing down over the past year, it’s probably fair to say we’ve all been caught up in world events…

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Once upon a plan: Marie and David Once upon a plan: Marie and David

Reading Time: 4 minutes Life is a journey. We may not always know the destination or take the same route. We start at different points and navigate a unique path. However, without a map,…

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Six top tips for achieving wellness Six top tips for achieving wellness

Reading Time: 4 minutes Let’s talk about wellness. We hear the term bandied about a lot, but how do we go about achieving it? It’s often the small changes which make a big difference,…

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New year, new goals New year, new goals

Reading Time: 3 minutes Following the year that disrupted and derailed most resolutions and plans, it’s probably best we don’t dwell on 2020. However, now a new year is here, let’s focus on some…

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2020: A year in focus 2020: A year in focus

Reading Time: 7 minutes What a year it has been, with many lows, but also highs. Yet, against all odds, somehow so much has been achieved. Whilst this doesn’t take away the pain and…

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Financial planning fees: Fixed is fair Financial planning fees: Fixed is fair

Reading Time: 4 minutes It’s time to talk about financial planning fees. There’s percentage-based fees, hourly fees and fixed fees, but which way is right for you? At Balance: Wealth Planning, we charge fixed…

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DIY Christmas gifts for all the family DIY Christmas gifts for all the family

Reading Time: 4 minutes For this one, we’re about to get crafty with some DIY Christmas gifts for all the family. This year has been a year for creativity in abundance and Christmas is…

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Brexit: What it means for your finances Brexit: What it means for your finances

Reading Time: 4 minutes For such a long time Brexit filled the news, but this now seems like such a distant memory. At the time, we were all pretty tired of hearing about it,…

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