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HomeNews2023

2023

  • Professional financial advice matters

    • 2nd June 2023
    • Posted by: shayne
    • Category: Financial Planning
    No Comments

    Making informed decisions about how to best allocate your resources Financial planning is a crucial step towards achieving financial freedom and security. By taking the time to thoroughly evaluate your needs and personal goals, you’ll be able to make informed decisions about how to best allocate your resources. With a comprehensive professional financial plan in

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  • More people choosing semi-retirement for a variety of reasons

    • 1st June 2023
    • Posted by: shayne
    • Category: Pension
    No Comments

    Two in five over-55s plan to gradually phase out working life before State Pension age Semi-retirement is an option to consider for individuals who may not be ready to fully retire, but still wish to reduce their work hours and gradually phase out working life. By choosing to semi-retire, you can maintain a good work-life

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  • Early bird investors

    • 5th May 2023
    • Posted by: shayne
    • Category: Investment
    No Comments

    Does the early bird get the ISA worm? If you’re an investor looking to maximise your Individual Savings Accounts (ISA) returns, it’s worth considering investing your ISA allowance as soon as possible each year, as soon as it becomes available on 6 April. Not only will this help ensure that your money is protected from

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  • State Pension

    • 4th May 2023
    • Posted by: shayne
    • Category: Pension
    No Comments

    How much has the 2023/24 State Pension increased by? If you are a UK resident planning for your retirement, it’s important to be aware of the State Pension changes that have taken effect in the new tax year. From April, the amount you can now receive as part of the UK State Pension has risen,

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  • Mind the State Pension gap

    • 3rd May 2023
    • Posted by: shayne
    • Category: Pension
    No Comments

    Knowing how much you’ll receive is vital for planning your future finances The State Pension age is set to rise to 67 by 2028, followed by a subsequent rise to 68 between 2044 and 2046. However, there is currently a review being conducted to determine the appropriateness of the existing timetable. This review will help

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  • Show me the money

    • 5th April 2023
    • Posted by: shayne
    • Category: Investment
    No Comments

    Britons not researching their investments because it’s ‘time-consuming’ and ‘complicated’ A new survey conducted by the Financial Services Compensation Scheme (FSCS) and the Financial Conduct Authority (FCA) reveals that 44% of UK adults who hold investments of between £100 and £50,000 wish they had spent more time researching their investment before making a decision[1]. However,

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  • Wealth succession

    • 4th April 2023
    • Posted by: shayne
    • Category: Financial Planning
    No Comments

    Making the right preparation for future generations Financial planning can be a daunting and uncomfortable conversation for many, but thankfully attitudes towards talking about money are changing. Wealth succession should be an integral part of your financial plan as early as possible – because the right preparation now can have positive long-term impacts on future

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  • Giving retirement a second thought?

    • 3rd April 2023
    • Posted by: shayne
    • Category: Pension, Retirement
    No Comments

    Over a third of OVER-55s think they will work beyond their state pension age We are witnessing a surge in the number of people giving retirement a second thought due to inflation rates and the cost of living crisis. Not only are more individuals looking to work beyond their State Pension age, but some are

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  • Rising prices can wipe years off retirement pots

    • 3rd March 2023
    • Posted by: shayne
    • Category: Retirement
    No Comments

    How to protect your pension income against inflationary pressures For anyone feeling the effects of rising inflation rates, it’s important to ensure that your retirement fund isn’t significantly impacted. While this can be challenging in such an uncertain economic climate, there are measures you can take to ensure that your savings don’t suffer. Here are

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  • Goals don’t just happen, you have to plan for them

    • 2nd March 2023
    • Posted by: shayne
    • Category: Building Financial Wealth
    No Comments

    How professional financial advice benefits both you and your family When it comes to managing your finances, the wealth of resources now available can make it easy to try and go it alone. However, obtaining the right advice from a qualified professional financial adviser will ensure you are able to plan ahead by including expectations

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