3 steps you can take to create a charitable legacy
Leaving a gift to charity in your will is a lovely legacy, supporting causes close to your heart. It could…
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Financial Planner | Blog Archive | Biography
How to remain calm amid Autumn Budget speculation
The Autumn Budget is still weeks away, but there’s plenty of speculation about what will be included in the news.…
Planning for care: The costs you might need to make part of your financial plan
Many people in the UK need to pay for at least a portion of their later-life care if it’s required.…
Essential estate planning steps that could protect young family members
Creating an estate plan can be difficult in any circumstances, but it might be particularly challenging if you have a…
Investment market update: March 2025
US tariffs and growing uncertainty in Ukraine led to volatility in investment markets in March 2025. Find out what else…
3 retirement financial shocks that could affect your finances
A survey suggests that over-50s are consistently overlooking potential financial shocks when creating a retirement plan. While you might feel…
2 Autumn Statement announcements you may have missed that could simplify your finances
Jeremy Hunt delivered his second Autumn Statement as chancellor. Among the measures, you might have overlooked two, related to ISAs…
Getting married? Here’s why you should review your will and wishes
Getting married revokes your will. If you’re planning to tie the knot, reviewing your wishes and writing a new will…
5 fantastic reasons to contribute to your child’s pension
Have you considered contributing to your child’s pension? It could be an excellent way to improve their financial security.
5 inaccurate expert predictions that prove why you shouldn’t try to time the market
If you’re preparing to take out a mortgage, working with a mortgage broker can be valuable. As well as helping…
Annuity rates soar 52% in 2022 and could provide security amid uncertainty
Rising annuity rates could help your retirement savings go further and provide security amid uncertainty. However, there are still drawbacks…
7 compelling reasons you should seek financial advice at retirement
Research suggests that fewer than 3 in 10 retirees seek professional financial advice. Working with a professional can give you…
8 key tax allowances have shrunk by 6% in the last decade
Over the last decade, key tax allowances have been reduced. It means you could be paying more tax, so it’s…
A quarter of retirees are relying on an inheritance. Here’s why you shouldn’t
Research shows that millions of people in the UK are relying on an inheritance to pay for their retirement. It…
Why now is the perfect time to start thinking about the end of the tax year
While it might seem some way off, preparing for the end of the tax year now can help you make…
Do you have more than £10,000 in cash? You could be missing out on investment returns
If you hold more than £10,000 in a cash account, you could be missing out on potential growth and the…
Income Tax doubles since 2000 – here are 2 allowances to help your money go further
In the last 20 years, the amount of Income Tax paid has doubled. With tax bands frozen until 2026, you…
The millennial generation and wealth transfer paves the way for ESG investing boom
Millennials are the generation most likely to consider ESG issues when investing. With wealth set to pass to them in…
5 excuses for not seeking financial advice, and why they’re wrong
Research suggests 9.4 million Brits aren’t seeking financial advice despite being open to the idea of it. For some, misconceptions,…
Pension Lifetime Allowance is frozen until 2026: Will it mean your retirement tax bill soars?
The Lifetime Allowance is frozen until 2026. Exceeding the threshold could mean you pay more tax when you start taking…
Why financial lessons are important for children and teens
While financial education is now taught in schools, young people are still reaching adulthood with gaps in their knowledge. The…
Good Money Week: ESG and investment sustainability
With Good Money Week celebrated in October, we explain what ESG investing is and how it could add value to…
There is still time for tax year end pension contributions
With the tax year end approaching, have you maximised your pension contributions? Both February and March are rightly popular times…
Self-employed workers are under-insured and struggle to save
As the dream of retirement creeps further out of reach, Self-employment has become the route of many. There are around…