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Top 7 retirement hotspots to consider

Are you thinking about relocating in retirement? Every year, thousands of over-65s decide to move to a new location to enjoy their retirement. Data from the Office for National Statistics found that leaving urban areas in favour of rural locations,…

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Giving to charity: How it can be tax-efficient too

Supporting worthy causes is often something people want to include in their financial plan, whether through regular donations or a charitable legacy in their will. The good news is that to encourage charitable giving, there are tax breaks you can…

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4 financial steps to take if you’re facing redundancy

As Covid-19 lockdown restrictions ease, there are still concerns about what it means for the economy. As the furlough scheme ends, you may be worried about what it means for your job role or you may have already been made…

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Is your business protected with a Lasting Power of Attorney?

When we discuss financial planning, ensuring long-term security for you and loved ones is often a priority. But for business owners, they also need to ensure they protect their firm in the event of something happening to them. If you…

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5 things to consider when you come into unexpected money

Everyone has at some point daydreamed about what they’d do if they suddenly came into a large amount of money. But what would you do if it really happened? Whether it’s enough money to buy a new car or a…

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How to get a better work-life balance

How do you rate your work-life balance? It’s not uncommon for workplace pressures to affect our personal lives but, left unchecked, it can affect overall wellbeing and your health too. An unhealthy work-life balance can leave us feeling irritable, struggling…

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Understanding financial bias: 7 ways it could be affecting you

Over the last couple of months, we’ve been looking at what financial bias is and where it can come from. This month, we explore some of the most common types of financial bias. You might recognise…

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Investment market update: July 2020

Many countries around the world have eased lockdown measures allowing businesses to reopen and resume economic activity. Some positive signs are coming from economic data but there remains a significant level of uncertainty and measures could be reintroduced if the…

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Financial protection myth: Policies don’t pay out

Financial protection can provide you and your loved ones with security. However, there are myths that stop people from choosing a product that may be right for them. One of these is that financial protection policies don’t pay out and…

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What happens if you don’t have a Power of Attorney in place?

A Power of Attorney is just as an important part of estate planning as writing a will. Yet, it’s something that many people overlook, potentially leading to challenges for their loved ones and placing themselves in a vulnerable position. Power…

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Covid-19 spurs over-60s to consider later-life care

The Covid-19 pandemic has meant we’ve evaluated many areas of our lives and priorities. One area that’s now being reconsidered by the over-60s is their later life care plan. Research suggests that the challenges and restrictions care homes faced during…

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What should you check when reviewing your pension?

Have you reviewed your pension lately? Even though we make regular contributions to pensions, it’s not often something we think about until retirement is approaching. However, keeping track of progress during our working lives is important too. Figures show that…

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