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Building and protecting your wealth

‘Wealth & Income Protection’ Archive

Protection Spotlight Series – Preserving Your Wealth With Estate Planning and Wills

If you have family or loved ones who depend on you financially, the sensible and responsible thing to do is to have a solid estate plan that preserves and protects your hard-earned wealth and ensures that your wishes are honoured posthumously.

3 Tips to Reset Your Financial Focus This Year

After a year with COVID-19 and an uncertain future ahead, your finances might not be in the best place at the start of the year. Here are three key things you can focus on to reset your financial focus in 2021.

Protection Spotlight Series – Income Protection, The Earlier The Better

Let’s talk about Income Protection. Planning for a tough time isn’t always cheerful, but in the event you actually need to make a claim on your income protection policy, you have the reassurance that you and your family could carry on with life as usual because you have safeguards in place to receive money without […]

Protection Spotlight Series – Critical Illness Cover

A critical illness can affect anyone, at any age, and can turn your life upside down yet only a fraction of the population is covered. In the event you are unable to work due to a critical illness, having a financial safeguard in place is essential so you can focus on resting and recovering, not […]

Protection Spotlight Series: Life Insurance And The Impact Of The Coronavirus Pandemic

According to The Association of British Insurers, one million people are unable to work each year in the UK due to illness or injury, yet only 10% of the population actually have protection plans in place to help them through. Make sure your finances are protected to provide peace of mind so you’re free to […]

Insurers Pay 90m During Peak of COVID-19 – Ensure You Are Covered

Concerns at the start of the pandemic over whether or not insurers would cover coronavirus related claims were unfounded. In fact, insurers have paid out over £90m in death claims alone since the outbreak of COVID-19.

Don’t Forget Critical Illness Cover in Relation to Coronavirus

The coronavirus situation is constantly evolving and besides following government guidelines and keeping yourself and others as safe as possible, you can prepare for the prospect that things might go wrong. There’s no better way to protect yourself and your loved ones during a pandemic than by protection cover.

The Benefits of a Long-Term Relationship with a Trusted IFA

While you might want to seek out financial advice for specific goals, the advantages of an ongoing relationship with a financial adviser are plentiful. Recent research has revealed that regular contact with an adviser gives you an even bigger boost, not only to your finances but to your wellbeing too.

New Year. New Start to Your Financial Planning

Usually, the start of a new year means a fresh start. With coronavirus still spreading, it might seem more difficult this year and you might feel demotivated to make change, but it’s important not to let that prevent you from taking a good look at your finances in the new year.

Tax Update: Inheritance Tax Planning with a Private Residence

As property values rise, in particular private residences, and with the freezing of the nil rate band since 2009, more and more people are getting caught up in the inheritance tax (IHT) net.

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