Blog
09 Apr 2024
3 valuable ways business owners could extract profits
As a business owner, you might want to extract profits from your business to support your current lifestyle and your long-term goals. Read this article to discover the three main routes and the potential tax implications you may need to factor into your decision.
09 Apr 2024
6 in 10 Brits are unaware their pension is usually outside of their estate
Your pension usually sits outside of your estate, so it could present a way to tax-efficiently pass on wealth when you pass away. Yet, many people aren’t aware, and it could mean some haven’t taken steps to name a beneficiary. Read this article to discover why your pension should be part of your estate plan.
09 Apr 2024
Running out of money tops retirement concerns, but financial planning could bring peace of mind
A survey of financial advisers has revealed that running out of money is one of the biggest retirement fears. Seeking professional advice could help you feel more confident about your finances and decisions.
09 Apr 2024
What you need to know about taking your pension tax-free lump sum in 2024/25
You might want to take a tax-free lump sum from your pension to kickstart retirement plans. However, you should be aware that the rules have changed, and you might want to consider the long-term effect it could have on your finances. Find out more here.
09 Apr 2024
Retirement planning: Bringing together your goals and finances
Over the last few months, you’ve read about some of the areas you might want to consider if you’re nearing retirement, such as whether you’d like to phase into retirement and your lifestyle goals. Now, read about how financial planning could help you bring everything together.
11 Mar 2024
3 savvy tips that could help you pay off your mortgage sooner
Figures suggest more homeowners own their property outright when compared to 30 years ago. If you’re still paying off your mortgage, here are some tips that could help you reach the milestone sooner and save money.
11 Mar 2024
How to calculate the level of income protection that would provide you with financial security
Understanding your essential outgoings and what other income you could expect to receive if you were unable to work due to illness, may help you calculate how financial protection could boost your financial resilience.
11 Mar 2024
More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25
The Dividend Allowance will halve in April 2024, and it could mean 1 million extra investors will be liable for Dividend Tax. Read this article to find out if you could be affected and discover some steps you might take to reduce a potential bill.
11 Mar 2024
7 practical tips that could help Generation X feel more confident about their retirement
Less than half of Generation X feel confident about their retirement finances. If you’re worried as you approach the milestone, there may be some practical steps you could take to improve your outlook and help you enjoy the next stage of your life.
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