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Autumn Retirement Round-up

Oct 01, 2024

Several retirement reports have hit the headlines recently with a consistent message: if you want a comfortable retirement, you should plan early and be flexible.

Unlocking Your Home’s Potential: The Allure of Equity Release

Sep 04, 2024

Imagine turning the value of your home into a steady stream of income or a lump sum without selling it or moving out. This is the fascinating premise behind equity release, a financial product that has claimed the attention of many homeowners, especially those approaching retirement.

A wealth Tax

Sep 02, 2024

Labour hasn't promised the left its ideal of a broad, low-percentage annual wealth tax on assets over a certain threshold, but the idea is still being discussed. So, let's break down how it might work.

ISAs: A quarter century strong

Aug 06, 2024

Since being launched on 6th April 1999 as successor to PEPs and TESSAs, the Individual Savings Account (ISA) has become an Integral part of the UK savings and investment landscape.

Why having a trustworthy IFA for your confidential affairs is crucial, and how to find one

Jul 02, 2024

How much should you divulge to your accountant or solicitor? You know honesty is crucial for legal reasons and to get the best advice.

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