Category Archives: Financial planning

30 million parents want to leave wealth in their Will Millions of Britons say they want to plan to pass on wealth to their children and grandchildren in a Will – but fewer than half have written one, according to … Continue reading →

Ensure your financial security for when you might need it most There are a number of reasons why you might need life cover and critical illness cover. If you have dependents, then it is important to make sure that they … Continue reading →

Key financial changes that have affected millions of people from April Most taxpayers started to see their tax bills increase from April 2022. As we move into the new 2022/23 tax year, now is the time to review your tax … Continue reading →

Staying on track to achieving specific financial goals All of your financial decisions and activities have an effect on your financial health. To help improve your financial health during this period of rising inflation and interest rates, we look at … Continue reading →

Savers still recognise the importance of long-term planning Britain’s cost-of-living crunch has hit the country hard, with inflation at its highest level in three decades, petrol prices spiralling, retail price increases rising to their highest levels in ten years and, … Continue reading →

Increased confidence portfolios will perform well in 2022 In 2021, there was a return to some form of normality across a vast majority of regions following successful vaccine roll-outs around the globe. But will the economic rebound continue in 2022, … Continue reading →

Financial planning and advice for the ‘unretired’ The changes in the retirement landscape mean that many people today are having to adjust their outlook towards retirement. With more people living longer, expectations of retirement are being reshaped and there is … Continue reading →

Deadline for non-taxable trust registrations announced Trusts are a way of managing wealth, money, investments, land or property, for you, your family or anyone else you’d like to benefit. When you put assets in a trust, they are under the … Continue reading →

Deadline for non-taxable trust registrations announced Trusts are a way of managing wealth, money, investments, land or property, for you, your family or anyone else you’d like to benefit. When you put assets in a trust, they are under the … Continue reading →

Homeowners release a record-breaking £4.4bn in property wealth Despite the pandemic, 2021 saw older homeowners release a record-breaking £4.4bn in property wealth at a rate of more than £12m a day to help family members and secure their own finances … Continue reading →