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7 important things to know if you’re a trustee

5 crucial things you need to consider when reviewing your estate plan

Annuity rates are rising, and they could provide retirees with a valuable reliable income

Investment market update: June 2022

Equity release: Here’s why the right to make repayments could cut the cost of borrowing

Inflation: What happened the last time the cost of living was rising this rapidly?

5 compelling reasons why you should share a financial planner with your family

ESG investing faces “greenwashing” criticism, but it could be a good thing for the sector

1 in 10 accessing their pension do so to pay off debt. Here’s what you need to consider

Your complete guide to financial protection

Investment market update: May 2022

House price surge pushes 4.3 million homes into a higher Stamp Duty bracket

Trustees, here is what you need to know about the Trust Registration Service deadline

8 key tax allowances have shrunk by 6% in the last decade

52% of savers don’t understand the effects of inflation, and millions think they’ll be better off. Here’s why it can harm your savings

Two-thirds of retirees are planning a flexible retirement, but many don’t understand the potential tax implications

Investment market update: April 2022

Interest rate rises lead to fewer mortgage deals on the market

How a virtual “shopping basket” is used to calculate the rate of inflation

Misconceptions mean that 40% of homeowners don’t have life insurance

80% of over-55s don’t have a Lasting Power of Attorney in place. Overlooking this could place you in a vulnerable position

Typical worker approaching retirement is 58% short of their pension goal. Are you saving enough?

The useful guide to reaching your retirement goals

Investment market update: March 2022

6 insightful figures that highlight the challenges first-time buyers are facing

3 interesting pieces of data that show why you shouldn’t panic during market volatility

“Midlifers” are hit by time and financial pressures. Financial planning can help balance your priorities

Why good retirement planning is about more than your pension and money

Your older pensions could be delivering “poor value for money”, and it could cost you thousands of pounds

Guide: The useful guide to decluttering your home and life

Investment market update: February 2022

Interest rates are rising. What does it mean for your mortgage?