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3 simple reasons people who work with a financial planner have a better quality of life
You may think that the benefits of financial advice are purely monetary, but there can be many wider benefits to your clients’ lives as well. Indeed, as reported by FTAdviser, 2 in 5 of those who see…
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How the upcoming Dividend Allowance and Capital Gains Tax changes could affect your clients
Ensuring your business owner clients make the most of the available tax allowances and exemptions can help them retain more of their wealth. Staying on top of upcoming tax and regulatory changes is an important part of this. At the…
Read moreInvestment market update: July 2023
Data from economies around the world indicate business output and confidence could be slowing. Read on to find out what influenced the investment market in July 2023. Despite some data suggesting there could be a downturn in some areas, the…
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What could the UK learn from the happiest countries in the world?
The World Happiness Report has named Finland the happiest nation in the world in 2023 – it’s the sixth consecutive year the country has won the title. Read on to find out what the UK could learn…
Read moreWhy emotional decision-making could be costing you investment returns
It can be difficult not to let your emotions influence the decisions you make. When investing, emotional decision-making could be harming your portfolio’s performance and your ability to reach your goals. While you try to make investment decisions based on…
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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…
Read moreA 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…
Read moreIntergenerational 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…
Read moreLongevity 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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