How “lifestyle financial planning” could help you reach your goals
Effectively managing your finances to get the most out of your assets often means going beyond paying into a pension regularly or selecting a fund to invest through. That’s why lifestyle financial planning could help…
Study: Greater freedom means money can buy happiness
A new study has disputed the saying “money can’t buy happiness”. In fact, the research suggests the opposite is true, money can buy happiness, but it isn’t as simple as accumulating as much wealth as…
Inheritance Tax: 5 shrewd strategies for reducing a potential bill
If you take a proactive approach to managing your wealth, you could reduce how much Inheritance Tax (IHT) your estate may be liable for when you pass away. Last month, you read about what IHT…
Research: Lifestyle changes could relieve the symptoms of Alzheimer’s
If you know anyone who has suffered from dementia, you will understand what a cruel illness it can be. From forgetting simple things to aspects of your loved one’s personality changing, dementia can completely transform…
Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy
Failing to set out your wishes in a will could mean your assets aren’t passed on to the loved ones you’d like to benefit from your estate. As a result, this could have a significant…
Why taking your pension as a lump sum could leave you with a huge tax bill
Taking a lump sum out of your pension could provide you with more financial freedom. Yet, it could also land you with a large and unexpected tax bill. Read on to find out what you…