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Financial Planning
November 2020
The Bank of Mum and Dad
Financial Planning
November 2020
Make sure you can afford it and understand any tax implications Parents have always supported their children in lots of different ways. These days, growing numbers of parents see their adult children struggling to build up enough in savings to put down the deposit on a house or to afford to move up from a first home to something larger – but does this mean parents should help financially? Read full article
Financial Planning
November 2020
Why seek professional financial advice?
Financial Planning
November 2020
Tackling problems, creating a plan, dealing with challenges Whether you’re starting out or well into your wealth creation journey, professional financial advice help you to define your goals and the path to getting there. It gives you a map and ongoing support to help you take control of your future. Read full article
Financial Planning
September 2020
10 tips to help achieve your financial goals
Financial Planning
September 2020
Time to diagnose your money situation with a financial health check? Even if you have a solid financial plan in place, it still needs to be updated regularly to ensure it reflects any life changes. But what should your priorities focus on now? Is it time to turn your attention to your pension, your ISA, your mortgage, or something else? Read full article
Financial Planning
September 2020
Supporting younger generations
Financial Planning
September 2020
Giving grandchildren financial security is an important goal for many If you are a grandparent, it’s natural to want to help out the family. And if you’re able to give a financial boost – whether it’s a loan or a gift – to the younger generation, it can be enormously rewarding for you too. Read full article
Financial Planning
August 2020
Rise of the female breadwinner
Financial Planning
August 2020
Women now earn the most in one-in-four households The proportion of female breadwinners is steadily rising but the trend could be knocked off course by the coronavirus (COVID-19) crisis. Women out-earn male partners in almost a quarter of households, up from a fifth 16 years ago, according to new research[1]. Read full article
Financial Planning
August 2020
Building and reviewing your financial strategy to meet your needs
Financial Planning
August 2020
Preparing ourselves for life to be really strange for some time The only constant in life is change, which is why individual financial life planning should not be a one-off exercise. Reviewing your finances regularly is essential if you want to stay on track to meet your financial goals. Making sure your finances are in the best possible shape will also make sure you stay on course to achieving everything you want. Read full article
Financial Planning
February 2020
Do you have a financial safety net?
Financial Planning
February 2020
One in five self-employed and contract workers unable to survive a week without work We’re a nation of entrepreneurs with a record number of self-employed people now working in the UK. The world of work has changed enormously over the past 20 years. Being self-employed, freelance or working on a contract basis has become the norm for all sorts of professions. Read full article
Financial Planning
February 2020
Wealth uplift
Financial Planning
February 2020
Calculating the value of financial advice Quantifying the value of financial advice has always been a challenge because people who receive financial advice have different characteristics to those who do not. But what if it was now possible to quantify the value of financial advice and isolate a pure ‘advice effect’? This is exactly what the researchers at the International Longevity Centre – UK (ILC) have been able to calculate. Read full article
Financial Planning
January 2020
Financial resolutions
Financial Planning
January 2020
  What does wealth look like to you? Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least one New Year’s resolution, but how many of us will actually go on to achieve it? We all have different financial goals and aspirations in life, yet these goals can often seem out of reach. In today’s complex financial environment, achieving your financial goals may not be that straightforward. Read full article
Financial Planning
September 2019
Wealth preservation
Financial Planning
September 2019
  The 6 things you need to consider to help preserve your wealth Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of HM Revenue & Customs. With careful planning and professional financial advice, it is possible to take preventative action to either reduce or mitigate a person’s beneficiaries’ Inheritance Tax bill – or mitigate it altogether. These are some of the main areas to consider. Read full article

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