How to Make Sure Your Care Wishes Are Followed
For most people, this starts with talking to the people closest to them. It’s not always an easy conversation, and giving loved ones…
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Financial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want. When you think…
Planning for care: Making later-life support part of your financial plan
While many people don’t rely on care later in life, planning for the potential cost of it could help you feel confident about…
How to prepare your loved ones for the “great wealth transfer”
Passing on your wealth to loved ones could transform their lives and mean they have more opportunities in the future. However, to get…
Planning for care: The costs you might need to make part of your financial plan
Facing challenges later in life that might mean you need to rely on care can be difficult to think about. Yet, planning for…
How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill
According to a Citywire report, forecasts from the Office for Budget Responsibility (OBR) suggest the amount of Inheritance Tax (IHT) paid to HMRC…
4 steps that could recession-proof your retirement
If you’ve been keeping up with the news recently, you’ll likely know that global economic growth is under increasing pressure. In February 2025,…
Compound Interest Cuts Both Ways
Compound interest can turn modest, regular saving into a substantial sum over time – but the same mechanism can just as easily turn…
Essential estate planning steps that could protect young family members
When you’re creating an estate plan, there are a lot of areas you might need to include, from considering tax liability to naming…
5 strategies that could help you avoid running out of money in retirement
Worrying about your finances in retirement could dampen your excitement as you start the next chapter of your life. As you’ll often be…