The value of financial advice
Posted by siteadmin on Wednesday 30th of August 2017.
Archive
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2024
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April
- Investment market update: March 2024
- Could you face an unexpected bill now the Capital Gains Tax allowance has halved?
- The announcement of the new UK ISA marks 25 years of tax-efficient savings
- More retirees may need to consider tax liability as State Pension nears the Personal Allowance
- Running out of money tops retirement concerns, but financial planning could bring peace of mind
- Retirement planning: Bringing together your goals and finances
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March
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January
- Investment market update: December 2023
- The feel-good news stories you might have missed in 2023
- Why general elections in 2024 could lead to volatile investment markets
- The pros and cons of choosing a living legacy over leaving an inheritance
- The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”
- Retirement planning: Should you consider a phased retirement?
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2023
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November
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October
- Investment market update: September 2023
- Financial security is the most important retirement goal for 9 in 10 Brits
- 5 useful conversations to have this Talk Money Week
- HMRC collects a record amount in Capital Gains Tax. Here’s how you could manage your liability
- 5 common mistakes when writing a will that a solicitor could help you avoid
- 3 valuable reasons your financial reviews are important
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July
- Investment market update: June 2023
- The 3 types of tax you need to understand before investing in buy-to-let
- 5 excellent reasons families use trusts
- Savers celebrate rising interest rates, but it could mean an unexpected tax charge
- 7 common but potentially harmful Inheritance Tax myths debunked
- Retirees, don’t overlook the surprising risk of underspending in retirement
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April
- Investment market update: March 2023
- Forget the new year, spring is the perfect time to set new goals
- Financial planning as a couple could boost your finances, but almost 2 in 5 admit to “financial infidelity”
- 51% of adults don’t have a will. Here’s why it should be a priority task
- 4 valuable ways a financial planner can help you tackle “overwhelming” pension information
- Estate planning: Do you need to include Inheritance Tax?
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March
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January
- 3 key autumn statement changes you need to be aware of for the new tax year
- Have you used your pension Annual Allowance? Here’s why you should review it before the tax year ends
- 6 feel-good news stories from 2022 to make you smile
- Investment market update: December 2022
- Revealed: The key to happiness in retirement is focusing on experiences
- 3.3 million pre-retirees have started a phased retirement. Here’s what you need to know about managing your finances
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2022
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October
- Investment market update: September 2022
- More people are turning to equity release to boost their income. Find out why here
- What wishes should you set out when creating a trust to pass on wealth?
- Living legacies are on the rise. Here’s what you need to know about them
- The UK ranks 19th globally for retirement security. Here’s why and what you can do
- Before you increase pension withdrawals as the cost of living rises, here’s what you need to consider
- Why it’s important to remain calm amid continuing economic uncertainty
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August
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July
- Inflation: What happened the last time the cost of living was rising this rapidly?
- Investment market update: June 2022
- How delaying retirement could help you maintain your standard of living as inflation rises
- Should you voluntarily pay National Insurance contributions to boost your State Pension?
- 5 compelling reasons why you should share a financial planner with your family
- Modern retirees are increasing their spending in later years, and it could affect your financial security
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April
- The useful guide to reaching your retirement goals
- Investment market update: March 2022
- Why it pays to use your 2022/23 ISA allowance right now
- “Midlifers” are hit by time and financial pressures. Financial planning can help balance your priorities
- Do you think you’d never be fooled by a scammer after watching the Tinder Swindler? Here are the tricks fraudsters use
- HMRC refunds £42 million in overpaid tax to pensioners. Have you paid too much?
- Why good retirement planning is about more than your pension and money
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February
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January
- Your complete 2021/22 end of tax year guide
- 7 different ways you can leave gifts in your will
- Investment market update: December 2021
- 2 allowances to use before the end of the tax year to make your retirement more comfortable
- 3 personal finance risks in 2022 and what you can do about them
- 8 things to do if you’re retiring in 2022
- 5 steps that could provide financial security for your partner if you pass away
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2021
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October
- Everything you need to know about the 2021 Autumn Budget
- Investment market update: September 2021
- 7 signs of stress and how to combat them to improve your wellbeing
- 7 steps to take when you receive an inheritance to make the most of it
- 5 reasons you need to write a will (and keep it up to date)
- Why you need to complete an expression of wishes alongside your will
- Are you taking enough risk with your pension? Being too cautious could mean lower returns
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September
- Investment market update: August 2021
- After 2 “once in a lifetime” economic events in 12 years, how can you protect your assets?
- Should you use savings to help children pay for university?
- 83% of parents are saving for their children in cash, but it might not be a good idea
- 3 things to think about if you want to relocate in retirement
- When can you access your pension? It might be further away than you think
- Guide: Leaving an inheritance vs gifting during your lifetime
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August
- The guide to later-life planning and care
- Investment market update: June 2021
- Everything you need to know about financially supporting children through university
- “It won’t pay out” and other financial protection myths busted
- Can you still earn an income from investments in 2021?
- Are Premium Bonds and other prize draws a good option for your savings?
- Is £26,000 the secret to a happy retirement?
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June
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April
- Employee benefits that self-employed workers miss out on, and how to bridge the gap
- What does “rebalancing” your portfolio mean and why is it important?
- Why opening a pension for a child before they start school can unlock powerful growth
- 3 reasons to make social care part of your retirement plan
- Pension Lifetime Allowance is frozen until 2026: Will it mean your retirement tax bill soars?
- How the tax freezes announced in the Budget could leave you worse off
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March
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January
- The 2020/21 end of the tax year guide
- Is health insurance something you should consider?
- £1.9 billion gifted to younger generations during the pandemic
- Financial health check: How do you score?
- Are Premium Bonds a good place for your savings?
- Beware of pension trap when accessing your pension before retirement
- The importance of taking stock of your pension withdrawals after market volatility
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2020
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December
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November
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October
- Guide to ESG investing
- Accessing a Child Trust Fund: What are the options?
- Financial planning week: 10 steps to take before New Year
- How a will can help you reduce Inheritance Tax
- 5 steps the self-employed should take to prepare for retirement
- Should you take a tax-free lump sum from your pension?
- Pension age rises to 57: What does it mean?
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September
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July
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April
- There are 4 different types of ISA available. Your guide to choosing the right one for you
- Bank of England interest rate cut: What does it mean for finances?
- What does coronavirus mean for my pension and retirement?
- 2020/21 tax year: Exemptions and allowances
- Your complete guide to the 2020 Budget
- Small business owner? Here are the measures in place to help you through the pandemic
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January
- DIY money management could cost you in the long run
- 5 things to keep in mind when you review your investments in 2020
- 6 things the mini-bond scandal can teach investors
- How have VCTs been used in the last 25 years?
- The tapered annual allowance: What you need to know
- How do UK pensions compare to the rest of the world?
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2019
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October
- What to consider when investing for a child’s future
- How financial planning goes beyond simple calculations
- What is compound interest and how does it affect you?
- Bonds: How do they fit into your investment portfolio?
- 7 things to review when looking at your pension
- Is it worth paying into a pension if you’re approaching retirement?
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July
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April
- Could the Japanese tradition of Kanreki help with your retirement planning?
- Protecting your money from inappropriate investment products
- Considering ethics in finance
- Premium Bonds: What are they and should you purchase them?
- The cost of opting out of a Workplace Pension as minimum contributions rise
- Your guide to purchasing an Annuity
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January
- One million Brits unable to work for more than a month each year
- Does bias affect your financial security?
- What should you consider when weighing up your investment risk profile?
- How to protect your pension income during volatility
- Three things to know about sustainable investment
- Do you know your State Pension age?
- Pension cold calling ban: What does it mean for scams?
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2018
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October
- Autumn Budget 2018: Were you a winner or a loser?
- Autumn Budget 2018: Everything you need to know
- Have you considered the cost of care in retirement?
- Sustainable investment continues to grow
- Seven questions to ask before you start investing
- Could your retirement income be below minimum wage?
- The cost of university: Parents expecting to pay £17,000
- Making sure your pension lasts a lifetime as withdrawals increase
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August
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July
- A guide to Premium Bonds as NS&I announce 1.4 million unclaimed prizes
- Pretirement: Why work during retirement?
- Six reasons to write a will even if you think you have nothing worth inheriting
- 10 signs it’s time to get financial advice
- The digital hurdle preventing retirees from accessing state benefits
- The importance of independent living in later life
- Early days: Upturn in young adults saving for retirement, but millions still lag behind
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April
- Knowing your goals: How to plan your retirement around the things that matter to you
- Are you in a financially compatible relationship? …And does it matter?
- Four ways Pension Freedoms has changed retirement
- Knowledge is power: Do you know what your pension is worth?
- UK homeowners more financially stable than other countries
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January
- Seven changes you need to know about in 2018
- 62% of adults don’t understand inflation; here’s our quick explainer
- 2018: A big year for auto-enrolment
- Almost half of millennials feel that advice will benefit their savings
- Pension Freedoms: Ignorance isn’t bliss
- Urgent call from MPs to ban pension scam cold calls
- Seven tips for choosing the right savings account
- The effects of inflation - and how to combat them
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2017
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November
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October
- Should you invest in Buy to Let when you retire?
- Retirement: Why saving too much, in the wrong place, could cost you thousands
- Debunking the Critical Illness Cover myth
- Should you give money away to reduce your Inheritance Tax (IHT) bill?
- Bank of Mum and Dad still doing brisk business
- Retirement: Do you have enough?
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August
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July
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June
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May
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April
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2016
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March
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January
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2015
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November
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September
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