Journal

Wealth Management Matters

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MAKING INHERITANCE GIFTS FROM SURPLUS INCOME
SIX THINGS TO CONSIDER AS YOU APPROACH RETIREMENT
MORE BRITONS INSURE THEIR HOMES THAN THEIR LIVES
Momentum From Previous Week Continues

The past week saw equity markets rally significantly in the US...

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Economic and Financial Data Released This Week

This week was marked by heavy economic and financial releases...

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Making Inheritance Gifts from Surplus Income

Inheritance Tax (IHT) applies to...

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More Britons Insure Their Homes Than Their Lives

Studies show that people in the UK generally place more emphasis on...

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Six Things to Consider as You Approach Retirement

We spend our working lives building towards retirement...

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How has COVID-19 affected retirement plans?

Attitudes and aspirations of this year’s retirees...

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Intergenerational financial planning

COVID-19 increases desire for sustainable investing for half of UK adults...

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Gender pension gap

British women impacted at every stage of career...

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Wealth preservation

Minimising the impact of Inheritance Tax on your estate...

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Build your own financial plan

Vision without action is merely a dream...

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Time for pensions to contribute towards building a better world

New landmark report from the United Nations on the state of climate science...

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Top pension tips if you’re about to retire

Understanding your options and putting a plan in place...

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Preparing for the unexpected

Protection should be a core part of your financial plan...

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Making inheritance gifts from surplus income

Are you making use of this useful and much under-utilised exemption?...

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Combined finances

Planning ahead for your financial future together...

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Passing on pension benefits

Providing for your loved ones after your death...

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Pension options

Planning your financial future, and how to get there...

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Reduce your InheritanceTax bill

10 ways to protect your estate for your loved ones...

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Responsible investing

Invest today. Change tomorrow...

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Cashing Out

Pension changes brought a whole new range of options to consider...

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Setting Clear Financial Goals

Reaching those milestones starts with setting clear financial goals...

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Staying the course

Time, patience and making informed decisions...

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Inflation Proofing your portfolio

How to prepare your portfolio for inflation...

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Portfolio Diversification 101

Wait for the bad weather to pass and stay the course

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Retiring abroad

Prior preparation is key for a smooth transition into your new life

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Lasting the Distance

The early retirement dream lives on, but at what cost?

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The Future of Work

Tangible benefits older workers bring to the workplace

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Healthy, Wealthy and Advised

Financial complexities of passing on wealth

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Planning for IHT

No longer something that only affects the very wealthy

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Flexi-Pensions

Pension freedoms usher in a new generation

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Winners and Losers

Winners and losers under the new State Pension

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ISAs versions Pensions

Should I invest into a pension or an ISA?

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Saving Adequately for your retirement

Your destiny is now in your own hands

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Unlocked Pension Savings

Critical gap in consumer awareness

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Tracking down a lost pension

Nearly £20 billion unclaimed money and growing

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Taxing Times Ahead

Don’t be penalised by the tax system when you exercise your freedoms

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New Year, new start to your finances

Taking time to understand your financial plans will really pay off

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T‘New Age’ of self-employment

Changes in how people save, invest, and plan for retirement

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Gifting generation

Older family members supporting younger generation through the pandemic

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Breaking up is hard to do

Managing the financial impact of divorce

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Your future self

Over 50s concerned about job security due to COVID-19 pressures

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Living Longer

How much should you try to save to have a comfortable retirement?

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