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Why you should consider involving your family in your financial plan

Why you should consider involving your family in your financial plan

by admin | Oct 18, 2021 | Uncategorized

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 something you’re already doing, here are five reasons to involve...
Why money conversations are important for you and your loved ones

Why money conversations are important for you and your loved ones

by admin | Oct 18, 2021 | Uncategorized

How often do you discuss your finances? In the UK, talking about money and our long-term financial plans are often still seen as a taboo subject. Breaking down this barrier could help you and those who are important to you make better money decisions. Talk Money Week...
5 reasons you need to write a will (and keep it up to date)

5 reasons you need to write a will (and keep it up to date)

by admin | Oct 18, 2021 | Uncategorized

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 could provide peace of mind. A survey from Will Aid found that 49% of UK adults do not have a will...
Capital Gains Tax reaches record highs. Here are 5 tips to reduce your bill

Capital Gains Tax reaches record highs. Here are 5 tips to reduce your bill

by admin | Oct 18, 2021 | Uncategorized

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 to Which?, individuals paid £9.9 billion in CGT in 2019/20, up from £9.5 billion in the...
Has your income increased? Here’s why you should boost your pension contributions

Has your income increased? Here’s why you should boost your pension contributions

by admin | Oct 18, 2021 | Uncategorized

Almost a fifth (18%) of UK adults said their income had increased in the three months to June 2021, according to an LV= survey. As the pressure of lockdown eases, employees are also less worried about losing their job or being able to find work. If you have more...
Why you need to complete an expression of wishes alongside your will

Why you need to complete an expression of wishes alongside your will

by admin | Oct 18, 2021 | Uncategorized

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 like to happen to your pension. As you’ll be paying into your pension over...
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