Blog
Jul 2026
The £12.3 billion cost of delaying estate planning
Affluent families who delay estate planning could miss out on chances to reduce a potential Inheritance Tax (IHT) bill and pass more on to their families. Find out if you could benefit from considering IHT and how you might pass on assets tax-efficiently.
Jul 2026
How a cashflow model could provide clarity about your retirement income
Working out what your income might look like in retirement can be challenging. It may feel like there are too many uncertainties to consider, such as how your investments perform and how long you live. Find out how a cashflow model can remove the guesswork and provide the clarity you need to feel confident about the future.
Jul 2026
The psychology of fear in investing: Why mastering it could support long-term success
Investing is often as much about emotions as it is about numbers. One emotion that might affect how you invest at times is fear. Learning why fear influences investment decisions and how to master it could support your long-term success.
Jul 2026
Balancing your goals: How a financial plan could help you juggle different priorities
Most people will have multiple financial goals they want to achieve. A common challenge is balancing these competing goals and understanding how to use your assets to work towards them. It’s an area that a financial plan could help you with.
Jun 2026
Why earning more than £100,000 doesn’t have to mean falling into a tax trap
A hidden marginal tax rate that affects workers earning between £100,000 and £125,140 is often dubbed a “tax trap”, and research suggests it’s shaping career decisions. However, there are ways you might mitigate the additional tax charge.
Jun 2026
4 practical reasons why business owners could benefit from a pension
For many UK business owners, retirement planning takes a back seat to growing the business itself. But relying solely on your business as your retirement plan could be risky. Discover four reasons you might want to start contributing to a pension.
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You can find Page Kirk Financial Services LLP on the FCA register here. Registered in England and Wales. Company number: OC352712. Registered office: 7 Gregory Boulevard, Nottingham, Nottinghamshire, NG7 6LB.
The Financial Conduct Authority does not regulate cashflow modelling. Investments may fall as well as rise, you may not get back what you put in.
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