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Christie HardingJul 25, 2024 4:15:26 AM3 min read

As your circumstances change, so should your retirement plan

Your retirement plan is not a static document; it's a roadmap that should adapt to the ...
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Christie HardingJun 25, 2024 6:24:37 AM4 min read

Understanding the new state pension

The UK new state pension, introduced in April 2016, replaced the previous basic state ...
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Christie HardingJun 13, 2024 4:04:24 AM3 min read

Understanding your digital legacy

A digital legacy encompasses the digital information that remains about someone following ...
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Christie HardingJun 4, 2024 4:00:32 AM4 min read

Beyond inheritance: Exploring the advantages of lifetime gifting

Inheritance has long been a traditional method of passing on wealth and assets to future ...
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Christie HardingMay 29, 2024 4:08:33 AM2 min read

Beyond finances: Why good retirement planning encompasses more than just money

Retirement planning is often synonymous with financial preparations, focusing on ...
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Christie HardingMay 23, 2024 3:58:35 AM3 min read

Weathering the storm: Why a recession doesn't mean that you should stop investing

In the unpredictable world of finance, recessions can be daunting. They bring economic ...
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Christie HardingMay 16, 2024 12:54:42 PM3 min read

Understanding the significance of advanced estate planning

Estate planning is often perceived as a complex and daunting task, yet it's an essential ...
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Christie HardingMay 8, 2024 3:52:21 AM5 min read

Navigating the decumulation phase

Retirement planning is a journey that evolves over time. Whilst attention is often paid ...
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Christie HardingMay 1, 2024 7:33:38 AM2 min read

ISA changes that you need to be aware of

In this blog post we have summarised the changes coming to ISAs (Individual Savings ...
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Chris WilsonApr 3, 2024 11:06:25 AM4 min read

UK ISA – An additional allowance to invest in the UK

In his latest budget, the Chancellor announced a consultation on a UK ISA. This will ...
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