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Preserving wealth for future generations

Preserving wealth for future generations Starting estate planning early and implementing it in stages is desirable The UK Treasury has been receiving record-breaking Inheritance Tax (IHT) receipts. IHT receipts amounted to approximately £7.09 billion British pounds in 2022/23, compared with £6.05 billion in the previous financial year[1].   For individuals and families who have to […]

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Key traits for successful wealth-building

Key traits for successful wealth-building Developing an investment strategy tailored to your goals Committing to a financial plan is crucial for building wealth and achieving long-term financial goals. When you have a plan, you are more likely to stay focused on your objectives and take the necessary steps to reach them. Planning allows you to […]

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Getting retirement ready

A comfortable retirement is a common financial goal, and contributing to a pension is essential to achieving it. Although retirement may appear distant at the moment, there’s much to consider. Let us assist you in navigating this crucial life milestone.

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Should I delay my retirement?

Delaying retirement could boost your chances of a secure financial future With the persistently high inflation rate, it’s crucial for individuals nearing retirement to evaluate the impact of escalating living expenses. Adjusting or postponing retirement plans may provide enhanced financial stability in their golden years. Delaying retirement has various benefits for your financial future. It […]

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Tax relief matters

If you’re under 75 and have relevant UK earnings, you can benefit from tax relief when contributing to a personal pension like a Self-Invested Personal Pension Plan (SIPP) or workplace pension scheme within the annual allowance.

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I have a Will, so why do I need a Lasting Power of Attorney?

Making decisions in relation to your financial affairs, health and welfare

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Professional financial advice matters

Making informed decisions about how to best allocate your resources

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Time to give annuities another chance?

Nearly one million pre-retirees considering annuities

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