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Market volatility means thousands of families may have overpaid Inheritance Tax

Thousands of families may be entitled to an Inheritance Tax (IHT) rebate due to stock market volatility. As the government does not automatically refund estates when this happens, many families could be unaware they’ve overpaid. Overpaying IHT could occur if…

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A grocery shop would cost just 45p in 1940s when the first supermarket opened its doors

Visiting the supermarket to pick up a few items or do your weekly shopping is so common it can be difficult to imagine life without this convenience. Yet, it wasn’t too long ago that the first supermarket was opening its…

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Investing 101: What you need to know about tax efficiency and your investment options

Investing may provide a useful way to grow your wealth, but getting started can be overwhelming. There are some important decisions to make when investing that could affect the outcomes and the tax you’re liable for, and we’re here to…

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Intergenerational wealth planning: Your options when passing on wealth to the next generation

Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones. There’s more than one…

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Investment market update: June 2023

Inflation continues to be a challenge for economies around the world, but figures released in June suggest the pressure is starting to ease. Read on to discover some of the factors that influenced investment markets during June. Remember, you should…

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Longevity expert says improving your wellbeing could boost your “healthspan”

Huge leaps in medical advancements mean we’re living longer. Yet, poor health can present challenges in later years. According to a longevity expert, there are steps you can take that could improve your quality of life. Government…

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Business owners: Is your firm protected against the loss of a key person?

As a business owner, have you considered how your firm would cope if it lost a key member of the team unexpectedly? Key person cover could provide a vital cash injection when you need it most, but it’s something many…

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5 excellent reasons families use trusts

Trusts can be an incredibly useful way to pass on wealth and preserve assets. Yet, there’s a common myth that they’re only valuable for very wealthy families. Read on to discover why a trust may make sense for you. A…

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Retirees, don’t overlook the surprising risk of underspending in retirement

Spending too much money in retirement is a common fear. Yet, some retirees struggle with the opposite challenge – they spend too little. Read on to find out why and what you can do if you’re too frugal in retirement.

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Investing 101: 5 essential questions you need to answer to balance risk

When you’re making investment decisions, balancing risk is an essential part of the process. Creating a risk profile can help you understand which investments are appropriate for you. Last month, you read about the benefits of investing and how it…

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6 reasons why small business owners are put off by retirement

Small business owners often feel hesitant or put off by retirement due to several reasons: 1. Emotional attachment: Small business owners often have a deep emotional attachment to their businesses. They have invested significant time, energy, and personal sacrifice into…

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Guide: How to manage the harmful effects of inflation on your wealth

For the last year, inflation has been high. If you’re worried about the effects of the rising cost of living, this guide could help you. Figures from the Office for National Statistics show, in the 12 months…

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