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Economically activeWhy longevity also brings with it some unique financial challenges Statistics clearly show that Britons are living longer. While a […]
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Pensioner wealthIncome gap between the wealthiest and poorest pensioners is growing The members of Britain’s baby boomer generation who are now […]
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Pension shortfall exposureSigns you are not financially ready to retire Those potentially most exposed to a pension shortfall are not people just […]
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Boosting investment returnsOut of adversity comes opportunity Under new Prime Minister Boris Johnson, the Government has toughened its stance on a no-deal […]
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Taxing times aheadDon’t be penalised by the tax system when you exercise your freedoms The ‘pension freedom’ reforms of 2015 were welcomed […]
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Financial supportLooking after your lifestyle during a time of uncertainty Nobody wants to worry about how they’ll pay the bills if […]
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Inheritance TaxHow do you leave a legacy which serves your family’s best interests? Will you be one of the thousands of […]
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Residence nil-rate bandHow to apply the additional threshold The Inheritance Tax residence nil-rate band (RNRB) came into effect on 6 April 2017. […]
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Making financial giftsPassing on your assets effectively whilst you’re alive Some people like to transfer some of their assets whilst they are […]
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Making a WillSecure more of your wealth for your loved ones If a person wants to be sure their wishes will be […]