While you might have similar goals or circumstances to other people, a financial plan isn’t a one-size-fits-all solution. Instead, a tailored financial plan that considers your needs and goals could help you get far more out of it. For instance,…
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The number of people with at least a million pounds in their ISAs is on the rise. If you want to join their ranks, consistency and investing could be key. An ISA is a tax-efficient way to save or invest.…
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If it’s been some time since you reviewed your pension, going through these practical tasks could help you get more out of your retirement savings in 2025. As retirement could be years away, it’s easy for your pension to slip…
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Using allowances and exemptions could reduce your overall tax bill and help you get more out of your money. On 5 April 2025, the current tax year will end, and many tax-efficient allowances and exemptions will reset. So, here are…
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Political instability in Europe and further afield affected investment markets in December. Read on to find out what other factors may have influenced your investment returns at the end of 2024. Remember to focus on your long-term goals when assessing…
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How would your family cope financially if you passed away? It may be a difficult question to consider, but it could also be an important one. Understanding the challenges your family could face may mean you’re able to identify steps…
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Purchasing an annuity could provide you with a regular income throughout retirement. And rising annuity rates could help your pension savings go further. An annuity is something you buy, often with the money saved in your pension, which then provides…
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More than 70% of Brits think Inheritance Tax (IHT) is unfair, according to a poll carried out by Tax Policy Associates in 2023. You might consider how other countries handle taxing assets when you pass away to be “fairer”, read…
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