by admin | Apr 27, 2023 | Uncategorized
Research has found that many couples keep financial secrets. While you may want to keep your finances separate for a whole host of reasons, working together could mean your money goes further and you’re more likely to reach your goals. According to an Aviva survey,...
by admin | Feb 20, 2023 | Uncategorized
Financial protection can provide essential security when you need it most. But it can be overwhelming to receive a lump sum and understand how you should use it. Seeking financial advice after you’ve received a payout could be valuable. There are several different...
by admin | Feb 20, 2023 | Uncategorized
Are you worried about Inheritance Tax (IHT) or how you’ll pass on your wealth to loved ones? For some people, pensions can provide a way to tax-efficiently leave wealth to family. Here’s what you need to know. While IHT currently affects around 1 in 20 estates, it’s a...
by admin | Feb 20, 2023 | Uncategorized
If you’re saving into a defined contribution (DC) pension, you can choose how you access the money. You’ll also be responsible for ensuring the savings provide you with an income for the rest of your life, so understanding the different options available to you is...
by admin | Feb 20, 2023 | Uncategorized
When you think about retirement planning, what challenges come to mind? While ensuring you have enough saved and that you don’t run out of money are common concerns, there is one you may have overlooked: changing from a saving to a spending mindset. To secure your...
