Blog
Sep 2024
Regular financial reviews may help you get more out of every stage of life
Throughout your life, your goals and circumstances will change. Regular financial reviews could help ensure your plan continues to reflect what you want to achieve and strike a balance between enjoying your life now and being secure in the future.
Sep 2024
Inheritance Tax: 5 shrewd strategies for reducing a potential bill
If your estate could be liable for Inheritance Tax, there might be some steps you could take to reduce or mitigate a potential bill. Discover some of the shrewd strategies that could help you pass on more of your wealth to loved ones.
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.
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Page Kirk Financial Services LLP is authorised and regulated by the Financial Conduct Authority.
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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