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Passing on wealth to the next generation

30 million parents want to leave wealth in their Will Research has highlighted how millions of Britons say they want to plan to pass on wealth to their children and grandchildren in a Will – but fewer than half have written one. Failing to plan write a Will or complete estate planning could potentially lead to a significant Inheritance Tax…
Jen Paice
May 17, 2022

Millions of midlifers are propping up their families

Impact on work, wealth and wellbeing putting further pressure on age group The financial decisions made by individuals as they reach retirement could have significant consequences on their finances and standards of living. Midlifers (people aged 40 to 60) are facing a challenging backdrop, with rising inflation and increasing energy bills putting further pressure on an age group that is…
Jen Paice
May 12, 2022
Later Life

Where there’s a Will there’s a Gen Zer

20% of 18-24-year-olds emerge as Will makers As many as a fifth (20%) of young Gen Z adults aged 18 to 24 say they have already made a Will. Getting their affairs in order at such an early age compares favourably relative to the UK adult population overall, where just four in ten (40%) people have made a Will. It…
Jen Paice
May 10, 2022
Later LifePensions & Retirement

Will I be able to retire when I want to?

Financial planning and advice for the “unretired” The changes in the retirement landscape mean that many people today are having to adjust their outlook towards retirement. With more people living longer, expectations of retirement are being reshaped and there is no longer a one-size-fits-all approach to retirement planning. To different people, retirement means different things. Retirement offers the gift of…
Jen Paice
May 2, 2022
Later LifePensions & Retirement

‘Job for life’ a thing of the past

Most millennials and Gen Z have two or more pension pots If you’ve worked multiple jobs over the years, you may have been auto-enrolled into a number of pension plans by past employers. You might also have a few pension plans that you opened yourself. Keeping track of all your plans’ policy numbers and knowing exactly how much is in…
Jen Paice
April 27, 2022
Savings & Investments

“Time is money”

Five principles of investing everyone should know Are your investments working as hard as they could be? With so many options out there, it can be confusing. We can help you navigate your options and provide a personalised recommendation based on your investment goals. The following five principles will help you get on top of some key issues that affect…
Jen Paice
April 25, 2022
Budgeting & Financial habits

Improving your financial health

Staying on track to achieving specific financial goals All of your financial decisions and activities have an effect on your financial health. To help improve your financial health during this period of rising inflation and interest rates, we look at three areas that could help keep you on track to achieving your specific financial goals. Beat the National Insurance rise…
Jen Paice
April 18, 2022

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