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…
Estate planning: Do you need to include Inheritance Tax?
Inheritance Tax (IHT) can affect what you leave behind for loved ones. It’s essential you understand if it’s something you need to think about, as there could be steps you can take to reduce a…
Explained: The 4 main asset classes that could form part of your portfolio
You may have come across the term “asset class” when reviewing your finances or investing, but what does it mean? And which asset class suits your goals? In finance, asset class is often used to…
5 inaccurate expert predictions that prove why you shouldn’t try to time the market
When you look at investment performance with the benefit of hindsight, you may think you could predict how markets will move. Yet, markets are unpredictable and expert forecasts prove how difficult timing the market is….
Explained: How pension tax relief works and boosts your retirement savings
Tax relief could boost your pension and mean you have more financial freedom in retirement. Yet it’s something that you may overlook when reviewing your pension, as analysis suggests that some workers aren’t claiming their…