Planning Articles

National Insurance – The Lowdown

There’s plenty of column inches in the news dedicated to the cost of living crisis at the moment. As well as having to deal with soaring inflation and sky-high energy bills, it’s important to prepare for the fact that we’re all going to pay more National Insurance from April.

End of Year Tax Planning

END OF YEAR TAX PLANNING - if you don't use it24FEBRUARY, 2022TAX PLANNINGISAsAs the end of the tax year approaches, it’s important to review if you have taken full advantage of the tax breaks and shelters available.There are plenty to make use of. One of the most...

DISCOVER THE MERITS OF LONG-TERM INVESTING

Being interested in and engaged with your investments is to be applauded. But there’s a potential danger in becoming too involved with day-to-day movements and how funds are performing, worrying over the latest share price shift or market panic. Markets move up and down – that’s the very nature of stock market investing.

PENSIONS AND RETIREMENT – STILL TABOO?

How to fund retirement is not an ideal topic for a quiet evening in. But it’s an important one which is being overlooked by millions of married couples.

Flying the Nest

Flying the Nest

Becoming a university student involves a lot of life changes. Not only are you learning a whole new subject, making new friends and getting used to a new city, but you also need to start learning how to pay bills and how to find the money to have fun! We have pulled together a quick guide to ease you in to living independently. 

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Money Talk: No Longer Taboo

Money Talk: No Longer Taboo

Talking about money and personal finances is perhaps one of the most classic British taboos*.  As the saying goes: “There are two things you never talk about in life: money and politics”.

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Millennials vs Baby Boomers

Millennials vs Baby Boomers

Imagine being stuck in a world where you can’t ever grow up. A Peter Pan fantasy for many, but instead of the giddy fun of magical fairies and swash-buckling pirates, many millennials nowadays are finding living the fairy tale is more frustrating than dream-like.

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