Why you should link lifestyle goals to a financial plan
When you think about the goals you hope to achieve, do you have a clear plan in place for the cost of doing so? Without a blueprint to follow, it can become all too easy…
Author: Damien Clyburn
Why you should link lifestyle goals to a financial plan
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Trusts: What are they and what are they used for?
A trust may be one of those financial tools you’ve heard of but know little about. In some circumstances, they can be an excellent way to help manage assets and reduce tax liabilities. However, it’s…
How to make sure your pension lasts a lifetime
Thousands of retirees are shunning Annuities when they reach retirement age. Instead, they’re taking advantage of the opportunity to access their pension savings flexibly. It can be a fantastic way to match your income and…
Defined Benefit pensions: Is it appropriate to transfer out?
Do you have a Defined Benefit (DB) pension? If you’ve seen the sums you could receive by transferring out, you might just be tempted. However, it’s not the right choice for everyone and it’s crucial…
Managing the market’s risky business
Welcome to the next instalment in our series of evidence-based investment insights; Managing the market’s risky business. To check out the rest of the series, click here. In our last piece, The full-meal deal of…
The full-meal deal of diversification
Welcome to the next instalment in our series of evidence-based investment insights; The full meal deal of diversification. To check out the rest of the series, click here. In our last piece, Financial gurus and…