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…
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…
Investment market update: December 2024
Political instability in Europe and further afield led to market volatility in December 2024. Yet, as the end of the…
5 useful tips for talking about mental health with your loved ones
If you find it difficult to talk about your mental health, Time to Talk Day is encouraging you to fix…
3 insightful property market predictions for 2025
Read about three property market predictions for 2025, including transactions rising as buyers seek to complete sales before Stamp Duty…
5 useful allowances and exemptions that will reset at the end of the tax year
The end of the tax year is approaching and some key allowances will reset. Find out more about five useful…
Research: Financial stability could be the key to retirement happiness
Research seeking to uncover the secret to happiness in retirement has found a common theme – financial stability. For many,…
The compelling benefits of building a tailored financial plan
A financial plan isn’t a one-size-fits-all solution. Instead, to get the most out of it, it should be tailored to…
3 simple questions that may help you update your life goals for 2025
Whether you’ve already set life goals or not, spending some time thinking about what you want to achieve in 2025…
4 valuable ways lifetime cashflow forecasting could give you financial confidence
Lifetime cashflow forecasting could help you make better financial decisions and feel more confident about your financial future. Discover four…
10 financial tasks to complete this year to head into 2025 feeling confident
The end of the year is the perfect time to tick off some of the financial tasks you might have…
Why inflation solutions should remain part of your long-term financial plan
The rate of inflation has stabilised and is near the Bank of England’s 2% target. Yet, inflation solutions are still…
Climbing annuity rates could boost your retirement income
Statistics suggest average annuity rates for a healthy 65-year-old have surpassed 7%. If you’d like to create a guaranteed income…
5 reassuring ways a financial plan could help you deal with life’s scares
It’s not just the ghouls and ghosts of Halloween that are scary – daily life, especially unexpected events, could be…
3 insightful pieces of data that could help you remain calm during market volatility
If investment market volatility makes you feel nervous, it could lead to you making decisions that don’t align with your…
Regular financial reviews may help you get more out of every stage of life
Throughout your life, your goals and circumstances will change. Regular financial reviews could help ensure your plan continues to reflect…
How “lifestyle financial planning” could help you reach your goals
Effectively managing your finances to get the most out of your assets often means going beyond paying into a pension…
5 interesting figures that prove financial protection could provide a valuable safety net
It’s a common misconception that financial protection doesn’t pay out when you need to make a claim. Yet, the statistics…
How “time travelling” as part of your financial plan could help you secure your goals
A chance to take a glimpse into the future could help you make better financial decisions that support your long-term…
The value of financial planning: How it could help you achieve your aspirations
One of the key benefits of a tailored financial plan is that it could help you reach your goals, whether…
How a financial plan could alleviate your inflation worries
Research has found that inflation continues to be the biggest concern in households around the world. While inflation is falling,…
Could you face an unexpected bill now the Capital Gains Tax allowance has halved?
The amount of profit you can make before Capital Gains Tax (CGT) could be due has fallen to just £3,000…