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Investment market update: December 2023
Many markets rallied during December based on the expectation that interest rates will start to fall in 2024. Read on to discover what else may have affected your investment portfolio in the final month of 2023. On 27 December, the…
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Explained: The basics you need to know about Venture Capital Trusts
For some investors, Venture Capital Trusts (VCTs) could present a way to tax-efficiently invest and support innovative businesses that may have high-growth potential. However, VCTs aren’t the right option for everyone. Read on to learn the basics you need to…
Read moreWhy the numbers are essential for successful financial planning
When creating a financial plan, you often start with your goals. After all, setting out your aspirations first lets you create a plan that’s tailored to you. Yet, understanding your numbers is just as crucial for successful financial planning and…
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The pros and cons of choosing a living legacy over leaving an inheritance
Traditionally, people passed on wealth to their loved ones once they passed away through a will. However, you might be considering gifting assets during your lifetime to create a living legacy. Read on to discover the pros and cons you…
Read moreInflation is falling. Here’s what it could mean for your finances
High inflation has dominated headlines over the last two years. With the rate now slowly nearing the Bank of England’s (BoE) target, taking stock of what it means for your finances could be useful. The BoE is responsible for managing…
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Retirement planning: Should you consider a phased retirement?
Retirement can be an exciting milestone, but one that you might feel nervous about too. Setting out how to achieve the retirement lifestyle you want could help put your mind at ease. One of the first things you may have…
Read moreInvestment market update November 2023
While inflation is starting to ease in economies around the world, there are still signs of economic challenges ahead. Read on to find out what affected investment markets in November 2023. UK In November, chancellor Jeremy Hunt delivered the…
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3 helpful ways effective financial planning could ease health fears
NHS waiting lists have reached a record high and a survey suggests people are worried about the effect it could have on the care they would receive if they faced an illness. It’s a concern financial planning could help ease.
Read moreCost vs value: What’s the difference when you’re making a financial plan?
When you’re making decisions, cost might be an important factor, but value could be just as crucial. Balancing cost and value in your financial plan could help you get more out of your money. When talking about the investment market,…
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The families of 6 in 10 over-75s could face challenges if they lose mental capacity
A survey suggests more than half of people aged over 75 haven’t arranged a Lasting Power of Attorney (LPA). It’s an oversight that could mean their families may not be able to make decisions on their behalf if they lost…
Read more2 Autumn Statement announcements you may have missed that could simplify your finances
Jeremy Hunt delivered his second Autumn Statement as chancellor on 22 November 2023. While the headline news was cuts to National Insurance rates for employees and self-employed workers, there may have been less attention-grabbing changes that could…
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3 useful ways regular financial reviews could help you reduce behavioural bias
Financial reviews provide you with a chance to ensure your financial decisions continue to reflect your goals and circumstances, and to assess if you’re on track. They could also be a useful way to reduce behavioural bias. Over the last…
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