Savers celebrate rising interest rates, but it could mean an unexpected tax charge
After more than a decade of low interest rates, many people will be pleased to see the amount their savings are earning is starting to rise. Yet, it could mean you need to pay a…
7 common but potentially harmful Inheritance Tax myths debunked
Inheritance Tax (IHT) is often controversial – you may have heard of it referred to as “the most hated tax in Britain”. Yet, despite the coverage it receives, it’s often misunderstood. Common myths about IHT…
Retirees, don’t overlook the surprising risk of underspending in retirement
Spending too much money in retirement is a common fear. Yet, some retirees struggle with the opposite challenge – they spend too little. Read on to find out why and what you can do if…
Investing 101: 5 essential questions you need to answer to balance risk
When you’re making investment decisions, balancing risk is an essential part of the process. Creating a risk profile can help you understand which investments are appropriate for you. Last month, you read about the benefits…
Planning to downsize? Here are 3 excellent reasons it could make sense
Downsizing your home as you get older is a common step. If it’s something you’ve been thinking about, there are great reasons to take the leap. Yet, research also suggests many people don’t go through…
5 compelling non-financial reasons to work with a financial planner now
When you first seek financial advice, your goal may be to grow your wealth or make the most of tax-efficient allowances. A financial planner can provide support in these areas, but the benefits could have…