Could you face an unexpected bill now the Capital Gains Tax allowance has halved?
The gains you can make before potentially paying Capital Gains Tax (CGT) have halved for the 2024/25 tax year. If you plan to dispose of assets, the change could affect you. Read on to find…
More retirees may need to consider tax liability as State Pension nears the Personal Allowance
Pensioners have benefited from an 8.5% increase in the State Pension. While the boost is likely to be welcomed by many, the full new State Pension is nearing the Personal Allowance threshold. As a result,…
Retirement planning: Bringing together your goals and finances
Effective retirement planning often involves weaving together lots of different threads. As you think about your retirement, you might be unsure how to bring everything together, but a bespoke financial plan could put your mind…
A worrying 2 in 5 wealthy individuals have fallen victim to a financial scam
A recent survey reported by Professional Adviser revealed that 2 in 5 wealthy individuals have been the victim of financial crime. Of the 2,000 people with assets worth more than £250,000 who were surveyed, 41%…
7 reliable ways to boost your energy levels
When your life is busy, fighting fatigue might seem like a never-ending battle. When common quick fixes – like a cup of coffee or a sugary snack – only make you feel worse when you…
Have you overlooked speaking to your beneficiaries as part of your estate plan?
You may already have your estate in order and have written your will accordingly, but have you overlooked the value of speaking to your beneficiaries? A new report by PIMFA suggests that 58% of people…