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Building and protecting your wealth

‘Financial planning’ Archive


Focus on Family Finances


Peace of mind for the future of your family is essential, which is why wealth protection and preservation are such an important part of financial planning. It’s surprising, however, how many families aren’t considering how they would fare in the event that they lose their sole source of income.




Successful People Still Make These Financial Mistakes


We’re all working towards many of the same financial goals, such as wealth preservation and protection. High-income earners tend to have an easier time building and maintaining that wealth, with more options for investing and accessing funds that allow you to save and live as comfortably as you wish.




What are your Plans for 2020?


It’s hard to believe that September has already arrived. Just around the corner awaits cooler weather, autumnal activities, and holiday festivities. 2020 will sneak up on you before you know it! Before you get caught up in the last few months of 2019, take some time to look ahead and plan for the new year.




Why Bigger Picture Financial Planning is Vital for Success


The professional life of dental and medical professionals can be hectic and demanding. On top of that, you have other monetary demands like bills, living costs, holidays, and every day treats to consider. Then there is also financial planning.




Beware Rogues Targeting Equity Release Market


Whether you’re searching for your dream home or looking for the perfect location for your buy-to-let business, partnering with an experienced mortgage broker can mean the difference between a successful search and a major headache.




The Crucial Role of Advisors To Reduce Financial Loss From Death or Critical Illness


One of the most important elements of financial planning for dental and medical professionals is to design a plan that protects your income and helps to preserve your wealth in the event of long-term illness, disability, or death.




Parents Seek Mortgage Solutions as School Fees Rise


Ensuring your child gets a first-rate education will set them up for success for the rest of their lives. But private school education costs have been increasing for years, and if you have multiple children in the education system how do you combat the escalating expense?




Stop Saving and Start Investing If You Want a 750k Retirement Fund


People often refer to saving as investing in the future, but it’s important to understand the distinction between these two terms since at their core, they have very different meanings.




Add £40k a Year To Your Pension by Downsizing Your Home


People are finding more and more unconventional ways to fund their retirement. One of the more obvious answers that many are turning to is quite literally all around you – your home.




Doctors and Dentists Using Pension to Pay Tax From Exceeding Annual Allowance


Exceeding the annual allowance has become quite the headache for many dental and medical professionals. The tapered annual allowance hits hardest individuals with high incomes – suffering annual tax charges on contributions and a lifetime tax charge on benefits.




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