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Why now is the perfect time to start thinking about the end of the tax year
2022 may only have just started, but now is an excellent time to start thinking about the end of the tax year. Planning now can help you...
Chris O'Meara
Dec 30, 20213 min read


8 things to do if you’re retiring in 2022
If you’ll be retiring this year, you may be looking forward to more free time to focus on what you enjoy. As you start making plans, you...
Chris O'Meara
Dec 30, 20214 min read


5 steps that could provide financial security for your partner if you pass away
If you’re creating a financial plan as a couple, you should consider the effect one of you passing away could have. If one person’s...
Chris O'Meara
Dec 30, 20214 min read


5 hidden gems for UK staycations this winter
Are you looking to get away this winter? You don’t have to go abroad to have a break and there are stunning hidden gems where you can go...
Chris O'Meara
Dec 3, 20213 min read


5 steps you need to take if you want to buy your first home in 2022
If you’re hoping to buy your first home in 2022, congratulations! It’s a huge milestone and one that’s exciting, if a little daunting...
Chris O'Meara
Dec 3, 20214 min read


40% of people worry about Inheritance Tax, but only 7% seek advice
4 in 10 people are worrying about the impact Inheritance Tax (IHT) could have on the legacy they leave behind, according to Canada Life...
Chris O'Meara
Dec 3, 20214 min read


£130 million “lost” in retirement income because retirees aren’t shopping around
If you have a defined contribution (DC) pension, the only way to create a guaranteed income for life is to purchase an annuity. An...
Chris O'Meara
Dec 3, 20214 min read


5 retirement challenges you could face and what to do about them
Whether retirement is over a decade away or just around the corner, you could face significant challenges that may affect the lifestyle...
Chris O'Meara
Dec 3, 20215 min read


100 years of pension tax relief: Millions of high earners are still missing out
Pension tax relief has been boosting pension pots for 100 years. Over your working life, it’s an incentive that can add thousands of...
Chris O'Meara
Dec 3, 20214 min read


Guide: Building a nest egg – How to create financial security for your children and grandchildren
As a parent or grandparent, you may be thinking about ways you can build a nest egg for children or grandchildren. It’s a step that can...
Chris O'Meara
Nov 30, 20211 min read


10 of the most popular toys on Santa’s list this Christmas
It’s the season for giving. If you’re buying Christmas presents for children this year, there are huge piles of toys to wade your way...
Chris O'Meara
Nov 2, 20214 min read


How a life insurance policy could help you preserve an inheritance for loved ones
If Inheritance Tax (IHT) is a concern for you, taking out a life insurance policy could mean your estate passes to loved ones intact....
Chris O'Meara
Nov 2, 20213 min read


Dividend Tax rate rise: Could it affect you?
Dividend Tax rates are set to rise, and it could affect the amount of tax you pay. The chancellor announced a hike in Dividend Tax rates,...
Chris O'Meara
Nov 2, 20213 min read


What is the new care cap, and could it benefit you?
Accessing and paying for care have become big issues. As more people reach old age, more people will inevitably need some level of...
Chris O'Meara
Nov 2, 20213 min read


More people plan to work past traditional retirement age. Here’s what they need to consider
Figures suggest that an increasing number of people plan to work past the traditional retirement age. There are a variety of reasons for...
Chris O'Meara
Nov 2, 20214 min read


How much does your partner have in their pension? 78% of married people have no idea
Retirement planning as a couple can be difficult. You may have very different ideas about when you want to retire and how you want to...
Chris O'Meara
Nov 2, 20214 min read


Are you taking enough risk with your pension? Being too cautious could mean lower returns
Research suggests that millions of workers are being too cautious with their pensions. Taking too little investment risk with retirement...
Chris O'Meara
Oct 28, 20213 min read


The complete guide for first-time buyers
Buying your first home can seem complicated. There’s a lot to think about and it’s a huge milestone. If you’re perplexed by the jargon or...
Chris O'Meara
Oct 18, 20211 min read


7 steps to take when you receive an inheritance to make the most of it
Receiving an inheritance can be life-changing. It could provide you with the financial security to pursue your dreams or make significant...
Chris O'Meara
Oct 18, 20214 min read


Capital Gains Tax reaches record highs. Here are 5 tips to reduce your bill
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...
Chris O'Meara
Oct 18, 20213 min read
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