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Tracing a lost pensionNearly £20 billion unclaimed money and growing The scale of the UK’s lost pensions mountain has been exposed by the […]
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Do your numbers add up?Tax-efficient ways to fund the next generation It’s natural we may want to give younger members of our family a […]
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Why silence isn’t necessarily blissOver six million adults refuse to discuss their will with loved ones Making a will is very important if you […]
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Dreaming of escaping a working life for retirement?Getting your date right will help your plans stay on target Some people will have set their retirement date when […]
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Life insuranceProviding a financial safety net for your loved ones Your wealth should work in all the ways you want it […]
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TrustsProtecting, preserving or ultimately distributing wealth As part of your Inheritance Tax planning, you may want to consider putting assets […]
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Retirement mattersFreedoms to gain accessing your pension pot Changes to pension rules introduced in 2015 mean you’ve now greater access to […]
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Building a diverse portfolioTime, patience and making informed decisions Making sense of today’s market headwinds and building a diverse portfolio should be key […]
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Critical illness coverMinimising the financial impact on you and your loved ones What would life be like if you were diagnosed with […]
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Protecting the value of your moneyDon’t ignore the corrosive impact rising prices can have on your investments Inflation is an economy-wide sustained trend of increasing […]