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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.
Read moreInvesting 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…
Read moreGuide: 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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Planning to downsize? Here are 3 excellent reasons it could make sense
Downsizing your home as you get older is a common step. If it’s something you’ve been thinking about, there are great reasons to take the leap. Yet, research also suggests many people don’t go through with their plans, so being…
Read moreWhy inaction is a crucial part of successful investing
When you think about investing, it’s probably the actions you take that come to mind. That could be researching a fund or actively investing in a company by purchasing shares. However, the steps you don’t take are just as important…
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Investing 101: Why investing could boost your long-term wealth
Investing is often a crucial part of creating a long-term financial plan. Over the next few months, you can read about the investment essentials you need to know if it’s something you want to start doing or simply learn more…
Read more4 red flags that could be signs of a scam and what you need to know about them
Each year in June, Citizens Advice runs a two-week scam awareness campaign, aptly named “Scam Awareness Fortnight”. The organisation hopes its movement will raise your awareness of common scam tactics, and mean you’re confident that you know…
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Estate planning: 3 crucial steps that could protect your later years
Estate planning is an important part of your financial plan. Not only does it ensure your assets are passed on to who you wish and considers areas like Inheritance Tax (IHT), but it could provide you with peace of mind…
Read moreYour spring Budget update – the key news from the chancellor’s statement
On Wednesday 15 March 2023, chancellor Jeremy Hunt presented his spring Budget. Focusing on the government’s aims to halve inflation, reduce public debt, and boost economic growth, Hunt delivered his first official Budget alongside the latest economic and fiscal outlook…
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All the winners and losers from the 2023 spring Budget
Just six months ago, Kwasi Kwarteng stood up in the House of Commons and delivered his controversial “mini-Budget”. The announcements ultimately brought down the short-lived Truss administration, with current chancellor, Jeremy Hunt, announcing a series of policy measures in November…
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