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Estate planning: How to understand the value of your assets and estate
When you’re deciding how to pass on assets and who you want them to go to, understanding their value, and how this might change, is crucial. Last month, you read about why estate planning should be…
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The essential guide to ISAs
ISAs have been around for more than two decades, but they’ve changed significantly since they were first introduced. This guide can help you understand why using an ISA to save or invest could be a valuable part of…
Read moreInvestment market update: December 2022
2022 ended with uncertainty and volatility that’s persisted for much of the year. Read on to find out what happened in December and how it affected investment markets. Looking ahead, uncertainty is likely to be something…
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How to set out goals to achieve success in 2023
What do you want to achieve in 2023? From improving your fitness to learning a new skill to support your career goals, setting out what you want to achieve this year can help you lead the life you…
Read more3 key autumn statement changes you need to be aware of for the new tax year
Last year, chancellor Jeremy Hunt made some key announcements during the autumn statement that could affect how much tax you pay from April. Reviewing your financial plan could help you understand if you’ll be affected and make changes…
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3.3 million pre-retirees have started a phased retirement. Here’s what you need to know about managing your finances
Fewer workers are choosing to give up work on a set date. In fact, 34% of over-55s that haven’t given up work yet are gradually phasing into retirement, according to Legal & General…
Read moreRevealed: The key to happiness in retirement is focusing on experiences
Retirement is a milestone that’s often greeted with celebration. But what do you need to do to be happy during your later years? Research has revealed that it’s experiences, rather than material items, that are important. …
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Estate planning: What is it and why does it matter?
Have you thought about how you’ll use assets later in life or what you’d like to happen to them when you pass away? Planning for the future with an estate plan now could improve your long-term security and…
Read moreThe 2022/23 end of tax year guide: 7 allowances to make use of before 5 April 2023
The 2022/23 tax year ends on Wednesday 5 April. After this date, many allowances reset, and it could be your last chance to use some of them. Allowances can help your money go further by reducing…
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Investment market update: November 2022
Globally, inflation and recession risks continued to affect markets in November. Head of the International Monetary Fund (IMF) Kristalina Georgieva suggested that inflation could be nearing its peak. However, the Organisation for Economic Cooperation and Development (OECD) urged central banks…
Read moreSoaring inflation means tax breaks are less valuable. Find out why here
While many tax allowances haven’t fallen, they haven’t increased in line with inflation either. In real terms, that means they’re less valuable than they once were. It could affect your income, long-term wealth, and what you leave behind for loved…
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Do you have a gap in your National Insurance record? Checking now could boost your State Pension
The rules around filling in a gap in your National Insurance (NI) record are changing. From 5 April 2023, you will only be able to make voluntary contributions for the past six years. If you have gaps in your record,…
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