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Climbing annuity rates could boost your retirement income
Purchasing an annuity could provide you with a regular income throughout retirement. And rising annuity rates could help your pension...
Chris O'Meara
Sep 30, 20244 min read


5 reassuring ways a financial plan could help you deal with life’s scares
Halloween is just around the corner, but there’s more than ghouls and ghosts to be scared of. Sometimes, daily life can be just as...
Chris O'Meara
Sep 30, 20244 min read


Could a financial plan give you the confidence to retire sooner?
What’s stopping you from retiring sooner? For many, it’s not just finances that are holding them back but their mindset too. If the...
Chris O'Meara
Sep 30, 20243 min read


Inheritance Tax: How does the UK compare internationally?
More than 70% of Brits think Inheritance Tax (IHT) is unfair, according to a poll carried out by Tax Policy Associates in 2023. You...
Chris O'Meara
Sep 30, 20244 min read


Investment market update: September 2024
Economic data suggesting some developed countries, including the US, could fall into a recession continued to affect investment markets...
Chris O'Meara
Sep 30, 20245 min read


Guide: Your retirement choices: How to generate an income in later life
Retirement on your terms is likely to be one of the key elements of your financial plan. So, as you approach or reach retirement, now is...
Chris O'Meara
Sep 30, 20241 min read


Good Money Week: 3 ways you could align your finances with your values
Good Money Week starts on 30 September and encourages you to think about the potential impact your financial decisions have on the...
Chris O'Meara
Sep 5, 20244 min read


The pension basics you need to know if you’re dreaming of retiring abroad
Retiring abroad is a dream for many people nearing the milestone. Whether you’re picturing a sunnier climate or want to move closer to...
Chris O'Meara
Sep 5, 20245 min read


5 practical questions to consider when you’re naming a Lasting Power of Attorney
Who you choose to act on your behalf if you lose mental capacity is an important decision. You want to select someone you trust and you...
Chris O'Meara
Sep 5, 20244 min read


Regular financial reviews may help you get more out of every stage of life
Balancing your long-term goals with enjoying your life now can be a difficult balancing act. Regular financial reviews could ensure you...
Chris O'Meara
Sep 5, 20243 min read


Investment market update: August 2024
August was a rollercoaster month for investors, with the global stock market experiencing significant volatility. Read on to find out...
Chris O'Meara
Sep 5, 20244 min read


Inheritance Tax: 5 shrewd strategies for reducing a potential bill
If you take a proactive approach to managing your wealth, you could reduce how much Inheritance Tax (IHT) your estate may be liable for...
Chris O'Meara
Sep 5, 20245 min read


Guide: 5 insightful lessons you could learn from the world’s most successful investors
Even for professional investors, consistently delivering above-average market returns on investments is challenging. Those who have...
Chris O'Meara
Aug 15, 20241 min read


Why taking your pension as a lump sum could leave you with a huge tax bill
Taking a lump sum out of your pension could provide you with more financial freedom. Yet, it could also land you with a large and...
Chris O'Meara
Aug 13, 20244 min read


Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy
Failing to set out your wishes in a will could mean your assets aren’t passed on to the loved ones you’d like to benefit from your...
Chris O'Meara
Aug 13, 20244 min read


4 pragmatic ways your pension could create long-term security for you and your partner
Deciding how to sustainably access your pension is often a big decision. If you’re planning with a partner, you might have an added layer...
Chris O'Meara
Aug 13, 20245 min read


Why tuning out political speculation may help you stick to your financial plan
In a historic victory, the Labour Party won a majority in the 4 July 2024 general election. After 14 years of Conservative government,...
Chris O'Meara
Aug 13, 20243 min read


Investment market update: July 2024
In July, the markets were affected by general elections taking place in the UK and France, and the ongoing presidential campaign in the...
Chris O'Meara
Aug 13, 20245 min read


Inheritance Tax: The basics you need to know about the “death tax”
Often dubbed “death tax” or “Britain’s most-hated tax” in the media, Inheritance Tax (IHT) may seem complex, and you might be unsure if...
Chris O'Meara
Aug 13, 20243 min read


4 handy tips that could help you secure a mortgage if you’re over 50
Changing lifestyles and affordability challenges mean a growing number of people are buying their first home in their 50s and 60s....
Chris O'Meara
Jun 27, 20243 min read
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