The difference between life planning and financial planning? 28th July 2022Reading Time: 3 minutes There are common misconceptions when it comes to making a life plan or a financial plan. So, what’s the difference between life planning and financial planning? One can help to…
Have you paid too much tax on your pension? 19th July 2022Reading 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…
Funding a narrowboat lifestyle 14th July 2022Reading 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….
Eco-friendly homes: cut costs on energy bills 7th July 2022Reading 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…
What happens next for lottery winners? 27th June 2022Reading 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…
Topping up NI for your state pension 20th June 2022Reading 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…
Leaving a gift in your Will to charity 14th June 2022Reading 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…
The rise in the cost of living, your pension & retirement 9th June 2022Reading Time: 3 minutes Over the last 15 years, the UK economy has suffered a handful of significant blows; the 2007-09 financial crisis, Brexit, the pandemic and most recently, the Russia-Ukraine war. And whilst…
How to manage your time through life 30th May 2022Reading 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…
Pass the pension: keeping pensions in the family 25th May 2022Reading Time: 4 minutes When it comes to inheritance planning, one commonly misunderstood area is pensions. Passing on as much wealth as possible is a desire for many of us, but keeping pensions in…
Financial planning for blended families 24th May 2022Reading 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,…
A financial adviser can protect you against financial crime 11th May 2022Reading Time: 4 minutes An FCA study found that over 55s were more likely to be scammed, and with over £2million in pension pots targeted by scammers in just five months last year, it’s…
Bucket list: Funding for a caravan or camper van 29th April 2022Reading 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…
Protecting your assets with a trust fund 25th April 2022Reading 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…
Critical illness at any age 21st April 2022Reading 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…
Planning for a greater tax burden 14th April 2022Reading 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…
Spring Statement 2022: Budget update 23rd March 2022Reading 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…
The positive impact of an ethical pension 16th March 2022Reading 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…
From empty nest to nest egg: financial planning 10th March 2022Reading Time: 3 minutes The emotional stress of an “empty nest” when a child leaves the family home should not be underestimated. It can be hard to start thinking about your own future and…
How to avoid falling for a crypto scam 6th March 2022Reading 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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