5 ways financial planning could help you emotionally prepare for retirement
While financial challenges often come up when talking to people nearing retirement, the emotional obstacles could be just as important.…
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Looking beyond the numbers when using a cashflow model
When reviewing a cashflow model, it can seem like there are a lot of numbers. Looking beyond the figures to…
Investment market update: January 2025
Concerns around potential trade wars following President Trump’s inauguration weighed on investment markets in January 2025. Yet, there was positive…
Is your estate worth more than £2 million? Your Inheritance Tax liability could be higher than you expect
If the value of your estate is more than £2 million when you pass away, the threshold for paying Inheritance…
Business owners: 5 reasons you could benefit from saving into a pension
Around half of business owners aren’t regularly contributing to a pension. While you might plan to use your business to…
How to stop following the investment crowd and stick to your strategy
Being part of a crowd can be comforting. However, following trends when you’re investing could lead to decisions that aren’t…