Unexpected events could derail even the best-laid plans. While you might not know what’s around the corner, an effective financial plan might consider the potential effects and allow you to take steps to keep your finances on track. Find out why a financial plan could be beneficial.
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If you’ve heard of “ESG investing” but aren’t sure what it means if or it’s right for you, read the essential things you need to know and discover how you could make it part of your investment strategy.
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If you want to pass on wealth to your family, there’s more than one option. Read about the key considerations you might want to weigh up if you’re deciding whether to gift assets during your lifetime, leave an inheritance in a will, or use a trust.
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Renowned psychologist Daniel Kahneman, who developed the theory of “loss aversion” passed away in March 2024. Read about one of his most influential concepts and how it could affect your financial decisions.
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Consolidating your pensions could make your retirement savings easier to manage. Learn about the other potential benefits, and some key considerations, in this article.
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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.
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The chancellor has delivered the government’s Spring Budget. Here’s a useful summary of the key measures Jeremy Hunt announced in his statement
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If you want to know how the 2024 Spring Budget affects you, here are all the winners and losers from the chancellor’s latest fiscal announcement
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While you might associate needing a Lasting Power of Attorney with the elderly, ill health and accidents could occur at any age. Naming someone you trust to act on your behalf if you’re unable to make decisions could provide vital protection.
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Managing your finances as a couple could mean you’re more likely to reach goals, but it can come with challenges too. Here are five handy tips that could help you and your partner build an effective financial plan.
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The FTSE 100 turns 40 this year. Over the last four decades, the index has experienced crashes and periods of volatility. Yet, it reached a new high in 2023 and its history demonstrates why a long-term approach to investing could be savvy.
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With the end of the tax year approaching, now could be the perfect time to boost your ISA if you haven’t already used your £20,000 annual allowance. It’s a step that could reduce your tax liability, whether you want to save or invest.
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A report suggests those who have turned 50 recently will have lifestyles that are radically different from previous generations. Find out why and what it could mean for your financial plan.
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When you start planning for retirement, your focus might be on the financial side. However, paying some attention to your lifestyle goals could help you feel fulfilled as you start the next chapter of your life.
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If you’re nearing retirement, how you access your pension is an important decision. One of your options may be to purchase an annuity to create a regular income. This useful guide explains what you need to know to assess if an annuity could be right for you.
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On 22 November 2023, chancellor Jeremy Hunt delivered the Autumn Statement against a backdrop of a cost of living crisis and a looming general election.
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Life insurance could ensure your family’s security if you pass away. It may be an important part of your financial plan and could provide peace of mind. Understanding the potential payout your family would need could help you choose an appropriate level of cover.
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The health of the economy can affect your finances. A strong economy could lead to the value of investments rising, or the need to raise public finances may mean your tax liability increases. However, predicting how the economy will perform can be difficult as numerous factors can have an impact.
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According to This Is Money, more than 2,700 people have built up an enviable £1 million in their ISA. Regular contributions and investing could be the secret to reaching this goal. Read on to find out why.
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