What to do when you don’t want to ‘retire’ 5th September 2019

Retirement is often a milestone that’s eagerly anticipated. Many of us think about handing our notice in for the last time, having more free time to do what we like and simply relaxing. However, the reality doesn’t always live up to expectations and many don’t want to ‘retire’ in the traditional sense. When you think […]

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5 steps to take if you’re relying on an inheritance

Are you expecting to receive an inheritance at some point in your life? Whilst many of us know loved ones hope to leave something behind for family, it seems that people are increasingly relying on an inheritance to achieve their aspirations. According to a survey, one in seven young adults expects to inherit money before […]

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4 reasons ISAs are still worthwhile

Changes to how savings are taxed means ISAs (Individual Savings Accounts) may not be as attractive as they once were. However, there are still plenty of reasons why ISAs should be part of your financial plan. ISAs were first introduced 20 years ago in a bid to encourage more people to save. An ISA is […]

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Are you taking enough risk financially?

When you think of financial risk, it’s probably potential investment losses that come to mind. But not taking enough risk with your wealth can be just as damaging financially. News that UBS, the world’s largest wealth manager, will introduce a penalty for clients that hold a large portion of their assets in cash accounts gives […]

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