Blog
04 May 2024
How to beat the potential harmful effects of “loss aversion” on your wealth
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.
04 May 2024
How to calculate what’s “enough” when selling your business
Selling your business may play an important role in your long-term finances. Understanding how much is “enough” to secure the lifestyle you want could be useful when you’re preparing your firm and negotiating. Read this article to discover some of the areas you may want to consider.
04 May 2024
3 practical reasons to check your State Pension forecast before you retire
A third of people don’t check their State Pension forecast before they retire. It could mean they’re missing crucial information when creating a retirement plan, including when they’ll be able to claim the State Pension and how much they’ll receive. Find out why you might want to check your State Pension forecast now.
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.
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