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Wealth briefing


Making good choices with your life investments

One of the golden rules of investing is to spread your money across a range of different asset classes. We’ve all heard the expression, ‘Don’t put all your eggs in one basket’.
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Bolstering day-to-day retirement living


Releasing money from your home without having to move

Equity release is a way of releasing money from your home without having to move, either by taking out a type of loan secured against your home or by selling all or part of your home to a home reversion company.
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Looking at the bigger picture


Creating plans of action to ensure you reach your financial goals

To be prepared for the road ahead, it’s critical to think about having a plan. For many people it’s not clear where their money will come from when they no longer receive a salary. And that can be stressful. When you add in the pressures of today’s bills and basic living costs, not to mention the nice things like holidays, the thought of the future can seem a bit overwhelming.
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For richer, for poorer


Divorced Britons regret splitting after new financial pressures hit home

The pain of regret after divorce can be long-lasting, especially when you consider the life-long impact divorce has on your children, your finances and your emotions. All the problems, the arguing, the unhappiness, it is all over now that the divorce is final. Right? Not always.
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Give a triple boost to your children


Don’t miss out on this little-known tax rule

For those parents who have spare cash, putting money into their children’s pension will boost the retirement prospects of their offspring. The money will be topped up by the addition of tax relief and could also earn their children a tax refund if they are higher rate taxpayers and reduce the penalty they face if they are a higher earner receiving child benefit.
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Stocks & Shares ISA


Helping you realise your long-term financial goals

So you’re looking to accumulate a sum of money by investing. You may have a specific amount in mind. This could be to go towards helping to fund your child’s university fees or to pay for a trip of a lifetime.
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Investing for income, growth or both in retirement


Turning on the taps for an extra income stream to help you realise your ambitions

The best time to start investing was 20 years ago. The second best time to start investing is now. But as you have been building up your investment wealth over the decades, in all likelihood you’ve probably pursued growth above all else, looking to maximising the value of your savings.
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What’s your magic number?


Your five-year plan to a comfortable retirement

Retiring is a huge life event. And the very concept of retirement is changing with phased retirement becoming more common. The way we access our pension is now a lot more flexible, and it’s no secret that in the UK we’re living longer than ever before which means we need to make the right choices.
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Show me the money


Turning pensions into money you can use

Today, you’ve got a number of options and permutations available when it comes to what to do with your pension in retirement. But lots of choice can also mean increased confusion.
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Protecting what matters


Those dearest to us, and those financially dependent upon us

If something should happen to you, the last thing you want is for you or your family to be worrying about money. One of the most important aspects of your financial planning should be to ensure that you’ve made provision for your family and any dependants in the event of a serious illness, injury or untimely death.
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