Estate planning: 3 crucial steps that could protect your later years
Estate planning is an important part of your financial plan. Not only does it ensure your assets are passed on to who you wish and considers areas like Inheritance Tax (IHT), but it could provide…
6 healthy reasons to get out and about to celebrate National Walking Month
National Walking Month has been celebrated by people across the world since 2007. The campaign is run by Living Streets, a charity dedicated to walking more in a world where you may rely on cars…
What does the multiverse theory have to do with cashflow modelling? Find out here
Financial planning doesn’t have a lot in common with science fiction. Yet, cashflow modelling could allow you to explore the lives you could lead if you made different decisions. So, it has more in common…
Why it could pay to use your 2023/24 tax year allowances right now
The new tax year has only just started. Yet, making the most of your allowances now, rather than waiting until March 2024, could make sense. Read on to find out why. When a new tax…
51% of adults don’t have a will. Here’s why it should be a priority task
The benefits of having a will in place are well-documented, although if you don’t have a will, or haven’t updated it in some time, you’re not alone. A recent survey from MoneyAge has found that…
4 valuable ways a financial planner can help you tackle “overwhelming” pension information
Do you find pension information confusing? You’re not alone; 50% of people in the UK describe the information they receive about their pension as “overwhelming”, according to a Standard Life study. Fortunately, there are places…