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Estate & Tax

Protecting family wealth

Start planning your legacy to mitigate or reduce Inheritance Tax. If you’ve worked hard throughout your lifetime to grow your wealth, and hope it will help to safeguard the financial security of your loved ones after you’ve gone. But without careful planning in your lifetime, you could leave them with less than expected after the Inheritance Tax bill is paid.…
August 2, 2021
Savings & Investments

Evolution of ESG Investing

Changing face of consumer ethics and behaviours. The coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustainable investing for more than half (51%) of advised UK adults, according a new report. And while the trend is common across the generations, it’s Millennials who are leading the charge.   The report, which looks at intergenerational planning and…
July 26, 2021
Budgeting & Financial habitsFamily

COVID-19 Fallout

24% of the UK population feel financially worse off than before the pandemic. During the past year and a half we’ve experienced a stock market collapse, soaring unemployment, millions deferring their mortgage payments – and paradoxically, a booming housing market, plus bulging savings accounts.   Analysis by the Bank of England has identified 28% of households have seen incomes fall…
July 19, 2021
Estate & TaxLater LifeProperty

Reappraisal of Urban Living

3 million people in the UK aged over 50 are considering relocating. The coronavirus (COVID-19) pandemic has lead to a reappraisal of urban living, with increasing numbers fleeing city confines in search of green space.   3 million people aged over 50 (12%) now plan to relocate in retirement, as a direct result of the pandemic. A year of lockdowns…
July 12, 2021
Budgeting & Financial habits

Advice Matters

Intergenerational planning and wealth transfer between advised families. Following the coronavirus (COVID-19) pandemic outbreak, UK adults admit they need financial advice for their current situation. A report, which looked at intergenerational planning and wealth transfer between advised families amid the financial volatility and insecurity of the pandemic, found that more than half (53%) of UK adults surveyed say they have…
July 5, 2021
Later LifePensions & Retirement

It’s not what you earn, it’s what you keep…

The potential impact to your expected retirement income over time. When you’re planning your retirement income, there are multiple factors to consider: how much you can expect from the State Pension, the value of the pensions you have accumulated in your working life, your projected outgoings, and your potential later life expenses.   One more factor not to overlook is…
July 2, 2021
Later LifePensions & Retirement

Protect yourself from pension scams

Understanding the warning signs to keep your money safe. Being online more means criminals have a greater opportunity to approach unsuspecting victims with their scams. Online scams can have a devastating financial and emotional impact on victims   Pension scammers are bombarding the public with scam calls, texts and emails and it can be easy to fall victim to such…
July 2, 2021
Later Life

Think About The Lifestyle You Want

Financial security in retirement can never be taken for granted Life changes when you retire – and so does how you spend your money. Whatever your plans, it’s important to keep on top of things and think about the lifestyle you want. It’s also worth noting the average life expectancy at age 65 years is 18.6 years for men and…
Jen Paice
June 29, 2021

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