If you have an estate plan, you shouldn’t simply forget about it. Instead, regular reviews can help ensure it continues to reflect your wishes and circumstances. Sometimes you may have a specific reason to review your estate plan. Life milestones can often cause you to reflect on the steps you’ve previously taken. Experiences like getting […]
Young workers calculating how much they need to save for retirement can feel like they face an impossible challenge. Yet, research suggests that a significant proportion could be on track to exceed the Lifetime Allowance (LTA). The findings highlight how valuable saving early and the compounding effect of investments are. The LTA is the total […]
For months, you’ve probably heard about the cost of living crisis and how it means your budget needs to stretch further. However, if you collect the State Pension, the high rate of inflation could mean it increases by a record amount in the 2023/24 tax year. The State Pension benefits from something known as the […]
If you’re guilty of ignoring your pension, a review ahead of Pension Awareness Day on 15 September can help make sure you’re on track for the retirement you want. Here are five important things to check. 1. How is your pension invested? The money held in your pension is usually invested. This provides an opportunity […]
The cost of living is rising quicker than has been normal in the last few decades. Indeed, the last time inflation was this high was in the 1980s. So, what happened then compared to now? According to the Office for National Statistics (ONS), inflation in the 12 months to May 2022 was 9.1%. As a […]
Sadly, vulnerable people are more likely to be a victim of financial abuse. However, if you think a family member may be at risk, keeping an eye out for signs of financial abuse could prevent it from happening. Financial abuse is when someone in a position of trust interferes in another’s ability to acquire, use […]
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