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19Jun
Tax Implications of Gifting
Tax Implications of Gifting Gifting is the act of giving money (or a ‘chattel’) to someone for nothing in return….
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05Jun
Do you have a power of attorney?
Do you have a power of attorney? A power of attorney is a legal document which allows you to plan…
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28May
The New Era of Pension Allowances: Understanding the End of the Lifetime Allowance
The New Era of Pension Allowances: Understanding the End of the Lifetime Allowance The recent abolition of the Lifetime Allowance…
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17Feb
Financial Planning Has Never Been More Important
Financial Planning Has Never Been More Important The first week of February was not a good one for our personal…
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15Sep
‘Flexible’ Careers will Increase the Need for Financial Planning
‘Flexible’ Careers will Increase the Need for Financial Planning In days gone by, life was relatively simple. You left school…
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17May
Financial planning in a post-pandemic world
Financial planning in a post-pandemic world ‘Fail to plan, plan to fail.’ It’s an expression that anybody who has worked…
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18Jan
Can money really buy happiness?
Can money really buy happiness Some people say money can’t buy you love. They also say it can’t buy you…
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05Jan
Are premium bonds still worth it?
Are premium bonds still worth it? With the NS&I adjusting the premium bond prize-fund rate to just 1% in December…
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03Nov
What does history tell us about US Presidential elections and the market?
What does history tell us about US Presidential elections and the market? It’s natural for investors to look for a…
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02Oct
Minimum age for pensions freedoms rises to 57
Minimum age for pensions freedoms rises to 57 The government has confirmed that the minimum age for drawing a personal…
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