Women are less likely to invest than men – in fact, more than a third (37%) of women don’t invest at all. There are many reasons for the gender investment gap, and it could widen the wealth gap. According to an Aviva survey, men are almost...
There’s more than one way to pass on wealth to your family. Which option is right for you could depend on a range of factors, from whether your loved ones could benefit from support now to the implications of Inheritance Tax (IHT). Read on to find...
Financial planning can help you to reach your life goals, and give you and your loved ones security and peace of mind. Over the next few months, you can read our blog to discover exactly why a financial plan that’s tailored to you can add...
Pensioners have benefited from an 8.5% increase in the State Pension. While the boost is likely to be welcomed by many, the full new State Pension is nearing the Personal Allowance threshold. As a result, some retirees might need to consider their Income Tax liability...
The gains you can make before potentially paying Capital Gains Tax (CGT) have halved for the 2024/25 tax year. If you plan to dispose of assets, the change could affect you. Read on to find out when you could be liable for CGT and some...
Living in such a picturesque country as the UK certainly has its benefits, namely the abundance of opportunities for breathtaking walks. Whether exploring the rugged Yorkshire moors or strolling through the tranquil Lake District, the UK is truly a nation of walkers. In fact, data on...
Many people could be omitting a useful way to pass on assets when they die because they aren’t aware that pensions usually fall outside of their estate. It could also mean some have failed to name a beneficiary for their pension. Read on to find...
In the March 2024 Budget, Jeremy Hunt announced a second cut to National Insurance (NI), which could reduce your tax liability. Yet, as the chancellor didn’t unfreeze other allowances, many workers will see their overall tax bill rise in real terms due to fiscal drag. Fiscal...
Effective retirement planning often involves weaving together lots of different threads. As you think about your retirement, you might be unsure how to bring everything together, but a bespoke financial plan could put your mind at ease. Over the last few months, you’ve read about the...