Giving to charity: How it can be tax-efficient too 10th September 2020

Supporting worthy causes is often something people want to include in their financial plan, whether through regular donations or a charitable legacy in their will. The good news is that to encourage charitable giving, there are tax breaks you can benefit from too. If you’re thinking of supporting a charity, now could be a perfect […]

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Does market volatility affect your pension choices?

If you’re retiring this year, you may be worried about what the market volatility caused by Covid-19 means for your options. The good news is that Pension Freedoms, introduced in 2015, means you can choose how and when you access your retirement savings. Market volatility may have affected the value of your pension but that […]

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5 things to consider when you come into unexpected money

Everyone has at some point daydreamed about what they’d do if they suddenly came into a large amount of money. But what would you do if it really happened? Whether it’s enough money to buy a new car or a gold-plated yacht, if you receive an unexpected windfall you should always think carefully before spending […]

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Understanding financial bias: 7 ways it could be affecting you 10th August 2020

Over the last couple of months, we’ve been looking at what financial bias is and where it can come from . This month, we explore some of the most common types of financial bias. You might recognise some of the behaviours when you think back to previous decisions you’ve made. So, here are seven types of […]

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