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How do you become an ISA millionaire? Investment returns could be key
The number of people with at least a million pounds in their ISAs is on the rise. If you want to join their ranks, consistency and...
Chris O'Meara
Jan 21, 20254 min read


3 important variables that could affect your sustainable pension withdrawal rate
Retirement is an exciting milestone, with more free time to dedicate to the things you enjoy. Yet, it can also be a daunting time,...
Chris O'Meara
Jan 21, 20254 min read


5 useful allowances and exemptions that will reset at the end of the tax year
Using allowances and exemptions could reduce your overall tax bill and help you get more out of your money. On 5 April 2025, the current...
Chris O'Meara
Jan 21, 20255 min read


Plans changed? Updating your financial plan could offer reassurance
Even the best-laid financial plan might need to change at times. If you find yourself in that position, you might benefit from...
Chris O'Meara
Jan 21, 20253 min read


Guide: 5 key financial planning steps to consider during a divorce
A relationship breaking down can be incredibly emotionally challenging, and it may have a significant effect on your short- and long-term fi
Chris O'Meara
Dec 30, 20241 min read


10 of the world’s best destinations to travel to during winter in the UK
It’s not hard to argue that winter is a magical period. In northern hemisphere countries like here in the UK, it’s the time of year when...
Chris O'Meara
Dec 2, 20241 min read


3 helpful ways the Bank of Family could support aspiring homeowners
Property prices have outstripped wage growth over the last decade, and it’s made it more difficult for aspiring homeowners to get on the...
Chris O'Meara
Dec 2, 20244 min read


8 practical tips for setting new year resolutions you’ll stick to
Have you made any new year resolutions yet? While many people start the new year with a goal in mind, not everyone sticks to their plans....
Chris O'Meara
Dec 2, 20244 min read


How creating a care fund could provide you with essential protection later in life
Rising life expectancy is good news but it could present some challenges, including making provisions for potentially needing additional...
Chris O'Meara
Dec 2, 20244 min read


Financial fears could be holding back millions of retirement dreams
Research suggests the fear of running out of money later in life could be holding back millions of retirees. While spending too much too...
Chris O'Meara
Dec 2, 20244 min read


3 simple questions that may help you update your life goals for 2025
As 2025 draws nearer, now is the perfect time to think about your aspirations for the year ahead and beyond. Read on to discover some...
Chris O'Meara
Dec 2, 20244 min read


Investment market update: November 2024
On 5 November 2024, US citizens voted for their next president, and the election had a knock-on effect on investment markets and business...
Chris O'Meara
Dec 2, 20245 min read


10 luxury advent calendars perfect for celebrating the festive season
Advent calendars don’t have to be filled with chocolate. If you’re looking for a unique present for your loved ones or a treat for...
Chris O'Meara
Nov 13, 20243 min read


4 valuable ways lifetime cashflow forecasting could give you financial confidence
Lifetime cashflow forecasting is a core part of financial planning that could help you understand how your future may look. It could...
Chris O'Meara
Nov 13, 20244 min read


Why your financial plan could benefit more than you by creating a legacy
You might think of your financial plan as being a way to help you reach your life goals. But it could benefit more than just you. As a...
Chris O'Meara
Nov 13, 20244 min read


10 financial tasks to complete this year to head into 2025 feeling confident
The end of the year is fast approaching, and while your mind might be on celebrating the festive period, it’s the perfect opportunity to...
Chris O'Meara
Nov 13, 20245 min read


2 key Budget announcements that may affect your financial plan
Chancellor Rachel Reeves delivered the new Labour government’s first Budget on 30 October 2024. Amid the announcements were key changes...
Chris O'Meara
Nov 13, 20244 min read


Investment market update: October 2024
While inflation is stabilising in many major economies, markets continue to experience some volatility, which may have affected your...
Chris O'Meara
Nov 13, 20245 min read


Your Autumn Budget update, and what the Budget means for you
Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the...
Chris O'Meara
Oct 30, 20247 min read


2 valuable types of financial protection to consider if you have a family
How would your family cope financially if you passed away? It may be a difficult question to consider, but it could also be an important...
Chris O'Meara
Sep 30, 20243 min read
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