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How to make the unexpected part of your financial plan
When you set out how to reach your financial goals, you might think about the steps you need to take. Just as important could be...
Chris O'Meara
May 8, 20244 min read


3 practical reasons to check your State Pension forecast before you retire
The State Pension is often a useful foundation when you’re creating an income in retirement. Yet, a survey from Just Group found that a...
Chris O'Meara
May 8, 20244 min read


4 compelling reasons you might want to consolidate your pension
It’s been more than a decade since auto-enrolment was introduced, and now most workers automatically become members of their employer’s...
Chris O'Meara
May 8, 20244 min read


The value of financial planning: 5 fantastic ways tailored advice may help grow your wealth
Financial planning can help you to reach your life goals, and give you and your loved ones security and peace of mind. Over the next few...
Chris O'Meara
May 8, 20245 min read


Investment market update: April 2024
Interest rates and inflation continued to affect markets around the world in April 2024. Read on to find out what else may have affected...
Chris O'Meara
May 8, 20245 min read


3 valuable ways business owners could extract profits
As a business owner, deciding how to extract profits from your firm could be a crucial decision. It may affect your tax liability and...
Chris O'Meara
Apr 8, 20244 min read


How financial protection could offer security to parents
As a parent, your child facing an illness could affect your finances just as much as becoming ill yourself. Appropriate financial...
Chris O'Meara
Apr 8, 20243 min read


6 in 10 Brits are unaware their pension is usually outside of their estate
Many people could be omitting a useful way to pass on assets when they die because they aren’t aware that pensions usually fall outside...
Chris O'Meara
Apr 8, 20244 min read


The announcement of the new UK ISA marks 25 years of tax-efficient savings
Since they were introduced in 1999, ISAs have become a finance staple for many households thanks to providing a tax-efficient way to save...
Chris O'Meara
Apr 8, 20245 min read


Retirement planning: Bringing together your goals and finances
Effective retirement planning often involves weaving together lots of different threads. As you think about your retirement, you might be...
Chris O'Meara
Apr 8, 20244 min read


Investment market update: March 2024
While inflation continues to be a challenge for many economies, there are positive signs in the UK and around the world. Read on to find...
Chris O'Meara
Apr 8, 20244 min read


Investment market update: February 2024
While many economies are still struggling with high inflation there are signs that the pace is starting to slow, which could pave the way...
Chris O'Meara
Mar 12, 20245 min read


3 savvy tips that could help you pay off your mortgage sooner
Paying off their mortgage is a goal for many homeowners, and research shows that more households now own their property outright. If...
Chris O'Meara
Mar 12, 20244 min read


Have you overlooked speaking to your beneficiaries as part of your estate plan?
You may already have your estate in order and have written your will accordingly, but have you overlooked the value of speaking to your...
Chris O'Meara
Mar 12, 20243 min read


A worrying 2 in 5 wealthy individuals have fallen victim to a financial scam
A recent survey reported by Professional Adviser revealed that 2 in 5 wealthy individuals have been the victim of financial crime. Of the...
Chris O'Meara
Mar 12, 20245 min read


More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25
More than 1 million investors will be hit with a Dividend Tax bill for the first time in the 2024/25 tax year, according to an AJ Bell...
Chris O'Meara
Mar 12, 20244 min read


Retirement planning: The 3 main ways you could access your pension
When you give up work, your pension is likely to play a key role in creating an income. So, an essential part of retirement planning is...
Chris O'Meara
Mar 12, 20244 min read


All the winners and losers from the 2024 Spring Budget
With one eye on a forthcoming general election, the chancellor has announced a Budget aimed at generating long-term growth, with “more...
Chris O'Meara
Mar 6, 20246 min read


Your Spring Budget update – the key news from the chancellor’s statement
The 2024/25 tax year is just a month away, and chancellor Jeremy Hunt has delivered his 2024 Spring Budget, outlining the government’s...
Chris O'Meara
Mar 6, 20246 min read


Guide: 10 things you can learn about your financial plan from these ABBA hits
In April 1974, a Swedish foursome took to the stage at the Eurovision Song Contest. Performing eighth on the night, ABBA introduced...
Chris O'Meara
Mar 1, 20241 min read
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