Blog

Oct 2024

Inheritance Tax: How does the UK compare internationally?

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Sep 2024

The bucket-list weekend breaks perfect for wine connoisseurs

If you’re looking for a getaway where you can relax with a glass of delicious wine, you don’t need to look further than these incredible destinations. Read on to discover the bucket-list weekend breaks perfect for wine connoisseurs.

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Sep 2024

Want to support your children through university? Here’s what you may want to consider

If your child is going to university this year, you might worry about them taking out a student loan and be considering alternatives. Yet, regular financial support to help pay for living costs could be more useful. Find out why you may want to make it part of your financial plan.

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Sep 2024

How to join the pension treasure hunt and discover “lost” savings

It’s estimated that “lost” pensions have a combined value of £26.6 billion. Joining the hunt to track down lost savings this National Pension Tracing Day could provide a valuable boost to your retirement.

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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.

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Sep 2024

How understanding behavioural finance could improve your decisions

The study of how psychology affects financial behaviours is fascinating, and understanding the basics could improve your relationship with money. Read this article to find out how.

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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.

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Aug 2024

Hidden UK gems that offer spectacular summer views

If you’re looking for spectacular views this summer without the hassle of crowded tourist locations, read on to discover these eight hidden gems of the UK.

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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.

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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.

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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.

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