Financial Planning News & Views

Build your own financial plan.

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Having a financial plan in place early on can make it easier to manage your money further down the line. It’s never too early to make a financial plan. The sooner you work out your goals and start following a plan to achieve them, the more likely you are to …

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Coping with life-changing events.

purple flower field

Plan for tomorrow, live for today.Change is the only constant in life. It inevitably involves twists and turns, with some that are expected while others may be entirely unplanned. When this happens, it’s important to feel secure with the knowledge that you have the right contingency plan in place. None …

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Investing for Children and Grandchildren

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With many of us living longer, you may be thinking about how you can support your family at the moments that matter. Sharing your wealth during your lifetime – especially with younger generations facing the pressures of rising house prices and university fees – can really make a difference and …

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Feel confident about your retirement

bright sky with fluffy clouds

If you have been diligently saving into a pension throughout your working life, you should be entitled to feel confident about your retirement. But unfortunately, the best savers sometimes find themselves inadvertently breaching their pension lifetime allowance (LTA) and being charged an additional tax that erodes their savings. If you …

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Retire Happy.

lavender field with blooming violet flowers

Planning your future has arguably never been more important. When deciding when to retire, the most important thing to consider is making sure you have enough money to live comfortably. Imagine you’re retiring today. Will you be able to financially support yourself, and potentially your family too, with your current …

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Six principles of investing

down angle photography of red clouds and blue sky

Putting aside money for your future and getting it to work for you Whatever stage of life you’ve reached and whatever plans you may have for the future, you want your money to earn the best return possible without taking undue risk. That’s why it’s important to invest in a …

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Understanding Your Retirement Options

close up photography of colored pencils

One thing retirement is not, is an age. Not anymore, anyway. Gone are the days of being told to stop working one day and pick up your State Pension the next. Today you have new pension freedoms to decide when and how you retire. Pension freedoms in 2015 fundamentally changed …

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