Why you should consider involving your family in your financial plan
When you consider your financial plan, who do you involve? Often, it’s done independently or with a partner, but there could be advantages to making your wider family part of the process. If it’s not…
5 reasons you need to write a will (and keep it up to date)
Half of the adults in the UK don’t have a will. While you may have a reason for putting the task off, there are many compelling reasons to make time to write a will that…
Capital Gains Tax reaches record highs. Here are 5 tips to reduce your bill
In the 2019/20 tax year, taxpayers paid a record amount of Capital Gains Tax (CGT) to HMRC. If you could face a CGT bill, there are some things you can do to reduce it. According…
Why you need to complete an expression of wishes alongside your will
You may have thought about who you’d like to benefit from your assets when you pass away and written a will to ensure your wishes are carried out. However, you may have overlooked what you’d…
Are you taking enough risk with your pension? Being too cautious could mean lower returns
Research suggests that millions of workers are being too cautious with their pensions. Taking too little investment risk with retirement savings could mean your pension is much lower than it could have been. It could…
Why your attention is your most precious resource
When you think about what your most precious resource is, you might say money or even time. Yet an author recently proposed a different resource that you may be overlooking: your attention. With so many…