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Posts Tagged ‘financial planning’


The Financial Journey of a Medical Professional – from Graduation to Retirement


From graduation to retirement, your financial situation will continually evolve. Whether you’re focused on reducing debt, saving for a home, or maybe even building an investment portfolio, your priorities fresh out of university won’t be the same as when you’re an established professional with years of experience under your belt.




Tax Update: Tax-Free Childcare Changes. Are You Eligible?


We could all use a little help right now. Luckily, the government has made some short-term adjustments to the Tax-Free Childcare (TFC) scheme. In an effort to help more people with extra expenses due to coronavirus get access to tax-free child childcare (TFC), the government has made some temporary changes to the scheme.




Changes to SDLT – a Tax Planning Opportunity


There’s some good news for those looking to buy property, with Stamp Duty Land Tax (SDLT) changes announced by Chancellor Rishi Sunak in his recent Summer Statement. The news will benefit buy-to-let and second home property investors, along with homeowners purchasing a new private residence and possibly those who wish to transfer property to a […]




Reducing Rejected Claims for Life and Income Protection Policies


It’s something you don’t really consider as a possibility when securing insurance coverage: that your claim could actually be denied. Even though it does happen, there are usually explanations given for why and, of course, there are things you can do to ensure any claim you do submit to your insurance company is paid without […]




Buy-to-Let Landlords: Flexibility is Required to Stay Profitable


The world has changed dramatically from the beginning of the year. We’ve had to adapt to new ways of living, working, doing business, and staying connected with our loved ones. When all these restrictions will be lifted permanently is uncertain. So, everyone will need to stay flexible and resilient.




Relevant Life Plans – Things You Should Know


Relevant life plans pay out a lump sum to your employee’s family if they’re employed when they die while the plan is in place. If you’re new to relevant life plans, there are a few things to know.




Top Tips for Staying Positive in Difficult Times


In the midst of a global pandemic, taking care of yourself should be your number one priority. Not just your physical health, but your mental health as well. Stress about anything from the state of the world to the balance in your bank account can really take its toll.




Trusts Are the Key to Protection Planning


Trusts can be extremely useful for wealth management, and are effective tax planning tools. Essentially, they’re a legal form that holds money or other assets for someone else. They enable you to give away assets while retaining a degree of control of them and the different types of trust allow for a considerable degree of […]




Four Reasons To Review Your Income Protection Cover


The importance of Income Protection (IP) has become clear over the last few months. IP is designed to provide a source of income for your family if you’re unable to work due to illness or injury – something that increased in likelihood due to COVID-19.




9 Common Mistakes in DIY Will Writing


It’s important to have a complete and up to date will. During the pandemic, it seems many people realised that fact, with research showing an increase in will writing over recent months.




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