4 compelling reasons you might want to consolidate your pension
Consolidating your pensions could make your retirement savings easier to manage. Learn about the other potential benefits, and some key considerations, in this article.
The value of financial planning: 5 fantastic ways tailored advice may help grow your wealth
Financial planning could add value to your life. This month, read about how it could help you grow your wealth to take a step closer to your life goals.
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 about your future too.
4 essential Budget announcements that could boost your pension
In a bid to encourage early retirees back to work, chancellor Jeremy Hunt unveiled several changes to pension allowances during the Budget. The announcements could mean you’re able to save more in your pension and boost your retirement income.
Received an inheritance? Here’s why you should consider boosting your pension
If you’ve received an inheritance, adding it to your pension could make financial sense. As well as boosting your retirement savings, you could benefit from tax relief and tax-efficient investment returns.
3 valuable reasons you should increase your pension contributions when your earnings rise
Increasing your pension contributions after a pay rise is a great way to boost your pension pot. Read to discover why you should do so when your earnings rise.
4 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 what to do if you spot one.
Revealed: A long-term investment strategy could be key to beating inflation
Research demonstrates that despite the ups and downs of investment markets, investing could deliver long-term growth that beats inflation.
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 about.
Want to retire early? Financial planning could make it a reality
Retiring early is an aspiration for many workers looking forward to greater freedom. If early retirement is something you’re dreaming about, a survey suggests financial planning could help you turn it into a reality and enjoy the next chapter of your life more.
4 essential estate planning steps you should take if your family is blended
If you’re part of a blended family, it can make some decisions more complex, especially when you start to consider how to pass on wealth and provide for the people that are important to you. Don’t ignore the potential challenges, as being proactive could improve the financial security of you and your family.
Why 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 for your portfolio to be successful.
5 compelling non-financial reasons to work with a financial planner now
When you first seek financial advice, your goal may be to grow your wealth or make the most of tax-efficient allowances. A financial planner can provide support in these areas, but the benefits could have a much larger effect on your life and wellbeing.
Investment market update: May 2023
Economies and businesses still face challenges, but statistics indicate some of the pressure, including rising inflation, is starting to ease. Read on to find out what affected investment markets in May 2023.
Remortgaging: The essential steps you should take when your mortgage ends
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.
Guide: How to manage the harmful effects of inflation on your wealth
If your mortgage deal is coming to an end or it’s already expired, you should consider remortgaging. This guide reveals the essential things you need to know.
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.
5 powerful reasons to learn more about your pension today
For many people, their pension is a crucial part of their retirement plan. With Pension Awareness 2023 starting on 11 September, it’s the perfect time to learn more about your pension savings.
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 doors in the UK. And looking back offers an interesting insight into how money and shopping habits have changed.
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.