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Posts Tagged ‘family finances’


What Can You Do With Your Pension?


If you think all your tough financial decisions are behind you when you reached retirement, think again. After saving and investing for decades, you’ll want to make sure you make the right choices when it comes to how you take an income when you retire. There are a variety of options, all with their own […]




News Update: Sunak Won’t Cut Taxes Until Finances are Stable Again


A bit of bad news for those worried about potential tax cuts: Chancellor Rishi Sunak stated that he would only begin to consider cutting taxes when public finances are stable after the toll the coronavirus took on the national economy.




Meeting Financial Goals Throughout Your Life


When setting goals, many subscribe to the SMART method – making goals specific, measurable, achievable, realistic, and set within a realistic timeframe. When considering timeframes, there’s an opportunity to break down your objectives into short, medium, and long-term goals. But with increasing life expectancy, what is classed as short, medium, or long-term has changed.




Achieving Financial Stability Post Covid-19


After living through the coronavirus pandemic where many people felt stuck in limbo, unable to make plans for the future, most are trying to get back on track. People’s physical, mental, and financial health undoubtedly suffered, but now is the time to work toward healthy minds, bodies – and wallets.




Make Sure Your Retirement Payout Doesn’t Disappoint


A robust retirement plan ensures that you’ve covered all your bases and that you can live the lifestyle you want when you finally finish working. It’s important to not fully rely on your state pension payments as they can be insufficient. But here are some ways to ensure your retirement payout doesn’t disappoint.




How Millennials are Building Long-Term Wealth


Stocks & Shares Individual Savings Accounts (ISAs) have been growing in popularity over recent years, and a 2020 report from HM Revenue & Customs found an increasing trend in the number of people in their 20s and early 30s choosing to invest. In fact, young people who can afford it are more likely to invest […]




The Importance of Succession Planning


Have you adequately prepared yourself, your family, and your business for the future? If you own a small business – be it a family business or another closely held enterprise – it can be a demanding job. But don’t let running your business now get in the way of planning for what comes next, make […]




Ways to Reduce Your IHT Bill


Even if you don’t think you have a sizable amount of wealth worthy of passing down, chances are you might still be liable for Inheritance Tax (IHT). This is payable on death, or it can sometimes be charged when certain assets are given away while you’re still alive. Here are a few ways to help […]




Could Business Protection Insurance Be Right For You?


You protect your business assets like vehicles, machinery, or buildings, but are you overlooking your arguably most important asset – your people?




Pension vs Property – What’s the Best Way to Save for Retirement?


Historically, property has always been a great investment. One that people often count on as part of a long-term retirement plan. However, it’s important that it’s not the only element in your plan and that you’re not investing in property at the expense of contributing to a pension.




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