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Could your property boost your retirement fund?
Property is increasingly being seen as an asset that’s vital for funding retirement. It’s no surprise, after all, our homes are often one of the largest assets we have, but what are your options and the drawbacks of doing this?…
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Student debt: What you need to know if children are heading to university
The summer months are here, and another group of teenagers are eagerly awaiting the results of their A levels to find out if they’ve secured a space at their chosen university. If your child or grandchild is among those hoping…
Read more5 questions to ask when you’re planning for retirement
Planning your retirement can be a challenge. There are multiple areas to think about and you may not have a clear idea of what you want it to look like. However, whilst putting off planning until the retirement date arrives…
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Just a fifth of investors stuck to their plan during 2018 volatility
2018 proved a difficult year for investors. Volatility meant many saw the value of their investments fluctuate and it led to the majority tinkering with their long-term financial plans amid concerns. However, it’s a step that may not be right…
Read moreThe basics of Inheritance Tax and why it’s being reviewed
Inheritance Tax (IHT) is one of the most unpopular types of tax in the UK and often referred to as a ‘death tax’. With the Office of Tax Simplification (OTS) reviewing it and recommending changes, it’s the perfect opportunity to…
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Are you at risk of outliving your pension?
We spend much of our working lives contributing to a pension to create an income that affords a comfortable retirement with a few luxuries. But a survey suggests that many saving into a pension are worried about running out. A…
Read moreSix things to check before you purchase a leasehold property
Leasehold homes have been in the press a lot recently; and not in a good way. Some homeowners have found themselves trapped in leasehold properties with escalating costs and little opportunity to sell. If you’re considering moving home and a…
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The challenges of balancing different goal time frames
When you think about financial and lifestyle goals, there are probably several, each with a different timeframe. Juggling them and weighing up your priorities can be challenging. Should you focus on paying off your mortgage quickly now, or saving into…
Read moreWhat’s pound cost averaging and how does it work?
When investing, there are numerous questions to answer, from how much risk you want to take to how much you’ll invest. Among these is how you’ll build up your portfolio. There are essentially two options to consider: deposit a single…
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Longer lives and retirement plans
Retirement is a huge milestone and one that’s lasting longer for many people. You now have more choice around when you want to retire, how to take an income, and what you want to do after you’ve given up work.
Read moreWhy it’s important to revisit your financial plan
Once you’ve set out a financial plan, you might think all the hard work has been done. But keeping on top of the progress you’re making and ensuring it’s still suitable is essential for getting the most out of your…
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Inheritance Tax is on the rise: Seven ways to mitigate the bill
When estate planning, Inheritance Tax (IHT) can be a concern. Naturally, you want to leave as much as possible to your loved ones and ensure they’re not stressed about paying a bill at what is already a difficult time. Luckily,…
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