19 November 2024
Without having a clear financial plan for when you retire, there is a risk that you will run out of funds or face unexpected financial pressures
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29 October 2024
When it comes to managing your investments, you may have come across various strategies that aim to balance risk and reward. One such method that is
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29 October 2024
When it comes to taking money from your pension, careful planning is essential to minimise your tax liability and maximise the longevity of your savings. Here
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28 October 2024
Venture capital trusts (VCTs) offer an opportunity to invest in smaller UK companies while benefiting from attractive tax reliefs. As an investor, you can receive income
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16 September 2024
Tax wrappers are financial tools designed to help individuals shelter their investments from certain taxes, ultimately maximising their wealth. If you use tax wrappers, you can
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16 September 2024
An asset allocation strategy involves deciding how to distribute investments across asset classes like equities, bonds, and cash. Your choice of strategy significantly impacts potential returns
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16 September 2024
A Junior Individual Savings Account (JISA) is a tax-efficient savings or investment account opened by a parent or guardian for a child under the age of
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02 September 2024
June saw a continued surge in the popularity of cash Individual Savings Accounts (ISAs) as savers deposited a staggering £3.4 billion into these tax-free accounts, according
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02 September 2024
It would be great if every one of us could live entirely risk and accident-free lives, alas that is not often the case, which is why
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02 September 2024
With an increasing focus on Inheritance Tax (IHT) and upcoming changes to the rules around trusts, wealthy families are exploring new methods of investing and protecting
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22 July 2024
Over 200,000 pensioners – mostly women – are expected to receive letters from HM Revenue & Customs (HMRC) informing them that they are entitled to a
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22 July 2024
Recent surveys indicate a mounting concern among British citizens regarding their retirement savings. As the cost-of-living crisis continues and the economy stays unpredictable, many people are
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