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March 22, 2022 in
Business Relief Basics: Have you recently sold your company?
You might not know but whilst your company was trading, its value was outside of your estate for inheritance tax (IHT) purposes*. However, as...
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March 21, 2022 in
Keep your ‘Eyes on the Prize’
2022 has not got off to the greatest of starts and at the end of last month (28.02.2022) a balanced investor is likely to be down over 4%, based on...
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March 14, 2022 in
The importance of discussing inheritance with your heirs
Talking about money may be taboo, but consider the risk of not having important conversations concerning your future. Follow these steps to put a...
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February 21, 2022 in
Are you and your partner on the same retirement page?
When it comes to retirement, are you and your partner on the same page? Have you considered where you'll live or how you will support your life...
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January 17, 2022 in
Keeping an eye on your pension
Remember when you joined your first (and subsequent) employee group pension scheme! Well maybe you can’t remember exactly – but you know...
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January 13, 2022 in
Optimise your estate plan for 2022 and beyond
New year's resolutions may be short-lived, but having a solid estate plan in place is crucial to your long-term financial well-being. With 2022...
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December 21, 2021 in
Start the New Year right by reviewing and revamping your financial plan
The new year is fast approaching and with it comes the chance to ensure your finances are in order heading into 2022. Get ahead of everything...
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December 16, 2021 in
Protecting Child Maintenance on Divorce
Have you considered what would happen if the person paying your child maintenance becomes seriously ill, or dies prematurely? Jo is the main...
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November 4, 2021 in
Women and Investing: Bridging the Gap
Numerous studies over the last 20 years have shown that women are far less likely to invest, when compared to men. A recent HSBC investigation...