The biggest mistakes to avoid when making out a will

Creating a will is a crucial part of a complete, long-term financial plan. Not having one can create major issues for your loved ones after you’re…

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student loan changes

Should you pay your child’s student loans?

As the university year ends and a fresh crop of students graduate, should you look to help your child with their loans, or even the costs if they are…

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HMRC hikes tax late payment charge to 7%

HMRC issued 540,000 late payment penalties in 2022 according to data from Thomson Reuters. The total value of fines issued by the Government tax…

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How to prepare for an active retirement

Retirement is no longer the sudden process it once was. Making sure you’re financially prepared for your golden years is essential to get the most of…

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The importance of generational financial planning

Families in the UK are set to transfer around £5.5 trillion worth of assets over the next 30 years, according to data from the Kings Court Trust. Not…

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Why does the Bank of England hike rates to tame inflation?

Households have faced fierce price rises in the past 18 months, with the current rate of inflation (for April 2023) at 8.7% on the CPI measure by the…

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Should you trust finfluencers?

Financial influencers or ‘finfluencers’ are a major social media trend at the moment. With millions of followers across platforms such as Instagram,…

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When is your Tax Freedom Day?

Tax Freedom Day is the day in the year where, theoretically, you’re no longer working solely to pay your annual taxes and instead begin keeping your…

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Food prices rising at record levels – but does that mean higher inflation and interest rates for longer?

Households have felt persistent pressure on their everyday costs, but food price inflation has been particularly pernicious in recent months. The…

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Inheritance tax cut on the cards

The Prime Minister Rishi Sunak is said to be considering cutting Inheritance Tax (IHT) ahead of the next general election in 2024. According to a…

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Periods of change: Four ideas to help advisers thrive

This article first appeared in Professional Adviser. Creating a more manageable environment for advisers. 2023 is shaping up to be a big year for…

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Faster State pension age rise paused: what it means for you

The Government has abandoned plans to bring forward the increase in the State Pension age, at least for the time being. Claims surfaced in January…

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