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Estate Planning
August 2020
Preserving your wealth
Estate Planning
August 2020
Developing a clear plan for your wealth and property Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of the taxman and that it can be enjoyed by you, your family and your intended beneficiaries. Read full article
Financial Planning
August 2020
Rise of the female breadwinner
Financial Planning
August 2020
Women now earn the most in one-in-four households The proportion of female breadwinners is steadily rising but the trend could be knocked off course by the coronavirus (COVID-19) crisis. Women out-earn male partners in almost a quarter of households, up from a fifth 16 years ago, according to new research[1]. Read full article
Coronavirus
August 2020
Life insurance protection
Coronavirus
August 2020
COVID-19 pandemic outbreak causing many of us to think about our own mortality The terrifying daily death tolls resulting from the coronavirus (COVID-19) pandemic outbreak may be causing many of us to think about our own mortality, particularly if we’re responsible for a family or business loans. Increasingly we’re having to think about things we haven’t thought about before – including the unthinkable. Read full article
Coronavirus
August 2020
Family Finances Turned Upside Down
Coronavirus
August 2020
Traditional spending and saving habits have been turned upside down Household finances, including spending and saving patterns, have deteriorated drastically since the coronavirus (COVID-19) lockdown, despite unprecedented Government support. Traditional habits have been turned upside down, and household budgets that guided our incomings and outgoings before the pandemic are no longer valid. Read full article
Coronavirus
August 2020
Protecting your investments in light of COVID-19
Coronavirus
August 2020
One of the biggest threats to the health of your investments The coronavirus (COVID-19) pandemic has had a dramatic effect on the global economy. Around the world, economic activity has dried up. Fewer consumers are buying and fewer companies are investing. Read full article
Insurance
August 2020
Protect the things that really matter
Insurance
August 2020
Choosing the right type of cover in case the unexpected happens Coronavirus (COVID-19) has exposed – or more accurately, underlined – the importance of life insurance. It’s understandable that we would rather not think of the time when we're no longer around. But it's important to protect the things that really matter – like our loved ones, home and lifestyle – in case the unexpected happens. Read full article
Financial Planning
August 2020
Building and reviewing your financial strategy to meet your needs
Financial Planning
August 2020
Preparing ourselves for life to be really strange for some time The only constant in life is change, which is why individual financial life planning should not be a one-off exercise. Reviewing your finances regularly is essential if you want to stay on track to meet your financial goals. Making sure your finances are in the best possible shape will also make sure you stay on course to achieving everything you want. Read full article
Investment
August 2020
Risk of retirement longevity
Investment
August 2020
Maximising investment returns over a longer life expectancy There are lots of variables in retirement: how long people will live for, the costs of goods and services they will need, interest rates available on their accumulated savings, and so on. But once you have retired, investing is anything but straightforward. Read full article
Retirement Planning
August 2020
Impacts of COVID-19 on Retirement Planning
Retirement Planning
August 2020
How our retirement plans may change in response to the coronavirus pandemic The coronavirus (COVID-19) pandemic has touched virtually every part of our lives and is having a widespread impact across all aspects of financial life, including retirement plans. Read full article
Inheritance Tax
August 2020
Inheritance Tax
Inheritance Tax
August 2020
Passing assets tax-efficiently to the next generation Making provision for your loved ones after you have gone is an essential part of managing your estate and assets. Death and taxes can’t be avoided, but with careful planning you can pass on your assets to your loved ones so that they can benefit from them in the most tax-efficient way. Read full article

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