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HomeNews2023

2023

  • Financial Jargon

    • 1st March 2023
    • Posted by: shayne
    • Category: Financial Planning
    No Comments

    7 out of 10 adults are puzzled by financial matters lingo Being informed about financial matters is essential to making sound decisions and staying in control of your money. Unfortunately, many people feel confused by the jargon used in financial discussions and services. A recent study of UK adults reveals that seven in ten feel

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  • Taxing times

    • 3rd February 2023
    • Posted by: shayne
    • Category: Tax
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    Time for a tax health check? With the current tax year having begun on 6 April 2022, the clock is ticking and it is important to utilise all the tax reliefs and allowances available to you before 5 April 2023 in order to minimise any potential liabilities. Personal tax planning should be at the top

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  • No ‘one-size-fits-all’ protection solution

    • 2nd February 2023
    • Posted by: shayne
    • Category: Estate Planning, Estate Preservation
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    Helping you feel confident your family’s finances are secure With a New Year comes resolutions. Everyone should make a resolution to review their protection and estate plans. A solid plan will help you feel confident your family’s finances are secure. The uncertainty of the past couple of years has shown how important it is to

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  • ‘Phased retirement’

    • 1st February 2023
    • Posted by: shayne
    • Category: Retirement
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    Pre-retirees starting their plans but will rising living costs halt their plans? Retiring early is a dream for many people and it is achievable for people who have been able to plan, save into a pension over a long period and taken financial advice to help them plan their finances. However, it can become a

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  • Don’t miss the ISA deadline

    • 6th January 2023
    • Posted by: shayne
    • Category: Investment
    No Comments

    Use your tax-efficient allowance or lose it forever! Time is running out to take advantage of this year’s Individual Savings Account (ISA) allowances. You get one ISA allowance per tax year. So use it or lose it soon, when the tax year ends on 5 April. Any unused ISA allowance will not be rolled over

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  • Chancellor retains state pension triple lock

    • 5th January 2023
    • Posted by: shayne
    • Category: Pension
    No Comments

    State pension is set for a record-breaking increase from April 2023 If you’re currently receiving or have been looking into the State Pension, then you’ve probably heard of the ‘triple lock’. But what is it? The triple lock was introduced in 2010. Its purpose is to make sure that the State Pension doesn’t lose value

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  • Millennials willing to forgo inheritance

    • 4th January 2023
    • Posted by: shayne
    • Category: Inheritance Tax
    No Comments

    Harder to support bigger financial commitments of older generation parents Many people want to do what they can to ensure they maximise the amount they leave to their family and minimise Inheritance Tax, but working out how much you can afford to give away during your lifetime isn’t easy. With finances being stretched in all

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