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November 2018
Wealth Navigator
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November 2018
Planning the BEST route for the next generation You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. But some people find the idea of discussing inheritance uncomfortable and subsequently put off estate planning until, in some instances, it may be too late to make a difference. Read full article
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November 2018
Work pressures
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November 2018
The greatest strains on physical and mental health There is an increasing trend for people to work for longer and delay their retirement, with some staying in work out of financial necessity. But one of the primary concerns people have about working beyond their 50s is the impact this could have on their health, or whether any health concerns might prevent them from working. Read full article
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November 2018
Inflation matters
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November 2018
Impact of rising prices on investments A pound saved is a pound earned. But thanks to inflation, over time, the value of the pound saved could be much less than when it was earned. One cannot ignore the corrosive impact of rising prices on investments. Read full article
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November 2018
Protecting your identity
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November 2018
Common ways fraudsters can steal your personal information As individuals, throughout our lifetime we exchange personal information with a vast number of institutions including banks, credit card suppliers, utility companies, supermarkets, government organisations and retailers. This may be to receive important services, but also to allow us to do the fun things like shopping, eating out or going on holiday. Read full article
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November 2018
Generational finances
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November 2018
Job prospects, savings, safety nets and life expectancy Rising housing costs, soaring student debt and low wage inflation have left many millennials with stretched budgets. They may get regularly mocked as Generation Snowflake obsessed with spending on luxuries, but new research[1] shows they are focused on saving for retirement and want more support. Read full article
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November 2018
Self-employed finances
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November 2018
Looming pension saving crisis on the horizon The number of people running their own businesses has soared since the financial crisis, with a significant number being set up by someone aged over 50. But an unhealthy number of self-employed workers in the UK do not currently save into a pension. Read full article
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November 2018
Market exposure
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November 2018
Build a portfolio that meets your needs The earlier you commit to an investment strategy, the longer your money can work in the market. However, the world is an uncertain place at the moment. The deadline for the United Kingdom’s withdrawal from the EU is edging closer, and there is also the ongoing threat of an all-out trade war breaking out. Read full article
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November 2018
Pension freedoms
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November 2018
Taking responsibility for funding our own retirement Although each generation will likely face different challenges and opportunities, achieving retirement readiness will require actions common to us all. We all know that our ageing population and increased life expectancy are putting a strain on government finances. Following pension freedoms, there’s greater choice than ever before in how you access and take your retirement benefits. Read full article
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November 2018
Investing for tax-free dividends
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November 2018
No longer the precursor to end-of-tax-year planning Venture Capital Trusts (VCTs) provide the opportunity for appropriate investors to support the growth of small UK businesses and receive attractive tax reliefs in return. Introduced in 1995, VCTs enable smaller companies that may find it hard to get traditional finance, such as from banks. Read full article
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November 2018
Funding your golden years
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November 2018
Tax aspects require careful planning after recent government changes Pensions have the reputation of being confusing, but they needn’t be. Private pensions are usually used by people who don’t have access to a workplace pension scheme, but you can also have one if you are employed or not working. They work in much the same way as workplace pension schemes, but you, rather than an employer, are responsible for choosing the provider and setting up your plan. Read full article

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