While many economies are still struggling with high inflation there are signs that the pace is starting to slow, which…
Have you overlooked speaking to your beneficiaries as part of your estate plan?
You may already have your estate in order and have written your will accordingly, but have you overlooked the value…
A worrying 2 in 5 wealthy individuals have fallen victim to a financial scam
A recent survey reported by Professional Adviser revealed that 2 in 5 wealthy individuals have been the victim of financial…
More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25
More than 1 million investors will be hit with a Dividend Tax bill for the first time in the 2024/25…
Are you risking a pension shortfall by overlooking longevity?
A survey suggests that some retirees could risk running out of money during their lifetime because they haven’t considered how…
Retirement planning: The 3 main ways you could access your pension
When you give up work, your pension is likely to play a key role in creating an income. So, an…
4 insightful property market predictions for 2024
The property market experienced challenges in 2023, which may have affected your outgoings. But what could affect house prices and…
Why the numbers are essential for successful financial planning
When creating a financial plan, you often start with your goals. After all, setting out your aspirations first lets you…
The pros and cons of choosing a living legacy over leaving an inheritance
Traditionally, people passed on wealth to their loved ones once they passed away through a will. However, you might be…
The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”
Pension savers dubbed “triple defaulters” could be overlooking small changes to their pension that may make their long-term finances more…