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Monthly Archives: May 2016

State benefit confusion

Families could be missing out on thousands Half (49%) of parents are confused by the array of state benefits available to them, and many don’t claim them even though they are eligible according to figures from LV=’s 13th Cost of … Continue reading

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Pension freedoms: one year on

What are the key reasons for shifting retirement patterns? New pension rules which give you far greater flexibility over what you can do with your pension pot came into force on 6 April 2015, but according to Aviva’s latest Working … Continue reading

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Surviving a critical illness

More people could face financial hardship despite medical advances Most homebuyers purchase life assurance when they arrange a mortgage, but only a minority obtain another form of financial protection that they are five times more likely to need before they … Continue reading

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Asset mix

Even the best-planned portfolios need to be reviewed regularly It goes without saying that everyone should take some time to review their portfolios every once in a while. The only constant in life is change – and chances are your … Continue reading

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Preserving wealth for future generations

Should you review your situation with further changes on the horizon? Inheritance Tax (IHT) affects not just the very rich – other people may be liable without realising it. Few taxes are quite as emotive – or as politicised – … Continue reading

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Stamp duty rule changes

What could the shake-up mean for you? A shake-up of the stamp duty rules took effect on 1 April 2016 in relation to anyone owning more than one residential property – this will affect those buyers funding the purchase of … Continue reading

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New State Pension

How much will I get under the new State Pension? The State Pension changed on 6 April 2016. If you reach State Pension age on or after that date, you’ll now receive the new State Pension under the new rules. … Continue reading

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