Blog
05 Feb 2024
How to protect financial gifts to your children from relationship breakdowns
Relationship breakdowns could lead to assets you’ve gifted to your child remaining with their ex-partner. In some circumstances, there may be steps you can take to ensure a gift stays in the family.
05 Feb 2024
5 handy tips that could help couples create an effective financial plan
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.
05 Feb 2024
How to move into the decumulation phase of retirement planning
Moving into the decumulation phase of retirement planning can present some challenges. As well as understanding how to effectively manage depleting your assets, you may find you need to adjust your mindset too.
05 Feb 2024
Retirement planning: The importance of setting out your lifestyle goals
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.
09 Jan 2024
How to slow the signs of ageing and feel healthier in your later years
US scientists have discovered eight habits that you can start to slow the signs of ageing by up to six years. If you want to feel healthier in your later years, read on to find out what lifestyle changes you could make.
05 Jan 2024
Why the numbers are essential for successful financial planning
While financial planning often starts with your aspirations and long-term plans, getting to grips with numbers, like your income and value of assets, is essential. It could help you create a realistic financial plan that supports your goals.
05 Jan 2024
The pros and cons of choosing a living legacy over leaving an inheritance
You may want to support loved ones by gifting assets during your lifetime, rather than leaving them an inheritance. A living legacy could be a useful way to help your family reach their goals, but there are some important drawbacks to consider too.
04 Jan 2024
The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?
In 2023/24, your pension Annual Allowance is up to £60,000 compared to £40,000 in the previous tax year. If you haven’t reviewed whether it could be worthwhile to increase your contributions following the rise, read this article to discover why it could be financially savvy.
03 Jan 2024
Retirement planning: Should you consider a phased retirement?
If you’re planning your retirement, one of the first questions you might want to consider is: how will you retire? A phased approach could help you strike a work-life balance that suits you and might offer other benefits too.
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