Blog
Aug 2024
Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy
A survey indicates that a worrying number of UK adults don’t have a will in place. If it’s a task you’ve yet to do, find out how the intestacy rules could affect your legacy and who benefits from your estate.
Aug 2024
3 fundamental questions to answer if you’re investing for children
Investing on behalf of your child or grandchild could provide them with a financial head start when they reach adulthood. If you hope to build a nest egg, some fundamental questions could help you get more out of your assets.
Aug 2024
4 unpredictable life events that could mean you’d benefit from a financial review
Unpredictable life events can knock even carefully laid plans off course. So, carrying out a financial review after events like redundancy or a relationship breaking down could help you update your plan, so it continues to reflect your circumstances and goals.
Jul 2024
Inheritance Tax: The basics you need to know about the “death tax”
Inheritance Tax could reduce the wealth you leave for your family when you pass away. Around 4% of estates are liable for the tax. If you’re unsure whether your estate could be affected, discover the thresholds and allowances you need to know about.
Jul 2024
3 fun ways you can pass on essential money lessons to children
Mental shortcuts, known as “heuristics”, are essential for making subconscious decisions. Yet, they could be harmful when you’re making important decisions and allow bias to affect your judgement. Discover four cognitive biases and how they may affect you.
Jul 2024
Why mental shortcuts could harm your financial decision-making skills
Mental shortcuts, known as “heuristics”, are essential for making subconscious decisions. Yet, they could be harmful when you’re making important decisions and allow bias to affect your judgement. Discover four cognitive biases and how they may affect you.
Jul 2024
78% of retirees could be missing out on investment returns by accessing their pension early
More than three-quarters of people over the age of 55 have withdrawn some money from their pension before they retire. While it could afford you more flexibility now, it might also mean you miss out on long-term investment returns. Find out how accessing your pension early could affect your retirement.
Jul 2024
The value of financial planning: How it could help you achieve your aspirations
One of the key benefits of a tailored financial plan is that it could help you reach your goals, whether you want to retire early or see more of the world. Find out how working with a financial planner could help you make decisions that align with your aspirations.
Jul 2024
Why tuning out political speculation may help you stick to your financial plan
While the general election has concluded, there’s still plenty of speculation about changes the Labour Party will make and how it could affect personal finances. While it might be tempting to react to headlines, tuning out the conjecture could help you stick to your financial plan.
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