Financial Advice

Our financial advice hub is here to keep you up to date with investment market insights and financial planning top tips

Lasting Power Of Attorney
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Making decisions on your behalf during your lifetime A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint one or more people to make decisions…

Why do you want to Invest?
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Reaching Specific Life Goals Requires Planning If you don’t know where you want to go, you’ll find it tricky getting there! Investment goals cover everything from the old adage of…

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Protecting, preserving or ultimately distributing wealth As part of your Inheritance Tax planning, you may want to consider putting assets in trust – either during your lifetime or under the…

Bank of Mum and Dad
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Innovative Products To Be Created For Would Be Homeowners The Building Societies Association (BSA) have recently published a raft of recommendations as to how the mortgage industry can support the…

Reasons For Making a Will
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Continuing your support long into the future We spend our lives working to provide for ourselves and our loved ones. You may have a house or flat (in the UK…

Tracing a Lost Pension
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Nearly £20 Billion Unclaimed Money And Growing The scale of the UK’s lost Pensions Mountain has been exposed by the largest study yet on the subject. The Pensions Policy Institute…

Critical Illness Cover
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Minimising the financial impact on you and your loved ones What would life be like if you were diagnosed with a serious illness? Things could change very suddenly. You’d get…

The Final Retirement Countdown
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Time to review your financial plans with a financial check-up? If you are aiming to retire within the next five years, it’s time to get into the mindset of considering…

Guide To Tax Matters
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2019/20 Key Changes You Need To Know In this guide we set out the main tax changes that apply to the 2019/20 tax year, which commenced on 6 April 2019.…

Income Boosting Investments
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Structuring your investment portfolio throughout life If low interest rates continue to remain, it really matters where you invest your money. Investing for income means choosing assets that are able…

Cost of Inflation
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Eroding the purchasing power of your money The impact of the cost of inflation on savings and investments, especially of those retirees living on a fixed income, is an important…

ISAs guide
Guide to Individual Savings Accounts
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The little allowance with big potential Individual Savings Accounts (ISAs) are an incredibly effective means of shielding your money from both Capital Gains Tax and Income Tax. Using your tax-free…

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