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Britain’s biggest pension taxpayersHow to make sure you avoid becoming one Since 2015, individuals over the age of 55 with defined contribution (DC) […]
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Placing assets into a Trust
Ensuring your legacy is managed according to your wishes long into the future Trusts are a powerful tool for estate […]
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Financial protection
Ensuring a secure future for you and your loved ones Nobody wants to consider what would happen if they became […]
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Ways to reduce a Capital Gains Tax liability
How will you ensure more of your money will go towards your future? From using your annual exemption to saving […]
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Investing a lump sum
Received an inheritance, windfall, or proceeds from a business or property sale? But what next? Receiving a lump sum of […]
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The importance of drafting a Will
Protect your family from uncertainty and potential conflicts Many people still lack a properly organised estate plan despite the numerous […]
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Quarter of retirees financially struggling despite paying off mortgage
Urgent need for effective financial strategies and support systems to ensure a dignified and secure retirement According to a new […]
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Financial planning conversations you need to have
Protecting your legacy and boosting your children’s financial security Discussing finances can evoke anxiety or discomfort, and this tension doesn’t […]
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Retirement experience among over 55s
Money, or lack thereof, a significant driver of overall retirement satisfaction Given the ongoing economic pressures of rising living costs, […]
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Young women and retirement
How much income will you need for a comfortable retirement? Almost a quarter (23%) of women in their 20s (aged […]