by Julia Copeland | 8 Feb 2023 | General
Considering the rule of seven when making financial gifts You’ve worked to build up your wealth. But now it’s time to make plans so your loved ones can get the most from the estate you intend to leave behind. If you think you might be affected by Inheritance Tax, it...
by Julia Copeland | 8 Feb 2023 | General
Get your retirement plans in motion One of the most common concerns among those approaching retirement is whether they will have enough money to last them. A new study[1] shows that only 25% of retirees feel very confident they’ve saved enough for retirement. As food...
by Julia Copeland | 8 Feb 2023 | General
Bonds can play a key part in building an investment portfolio UK government bonds, also known as gilts, are debt securities issued by the UK government. They are used to finance the government’s borrowing requirements and are often seen as a safe haven asset by...
by Julia Copeland | 8 Feb 2023 | General
Four in five looking to change jobs demand green pensions When you first start paying into your employer’s pension, your contributions, along with employer contributions and tax relief, will be invested through a default fund. You will usually have several fund...
by Julia Copeland | 8 Feb 2023 | General
More young adults are more engaged about money with their parents than past generations When it comes to conversations about money, more and more families in Britain are opening up, new research reveals[1]. This is a significant increase from previous years, when such...
by Julia Copeland | 8 Feb 2023 | General
Discussing Wills and trusts with adult children or dependants Wealth transfer has become an important issue for many families today. Individuals with assets of any size should prepare for their eventual transfer whilst making provision for any tax or legal...
