When you’re deciding how to pass on assets and who you want them to go to, understanding their value, and how this might change, is crucial. Last month, you read about why estate planning should be part of your overall financial and life plan. Now, read on to discover why getting to grips with what your…
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Being an investor is never easy because, as humans, we tend to live in the moment responding to our emotions, the environment around us and the circumstances we find ourselves in. From an evolutionary standpoint that has served us well as a species helping us to survive. But as investors, we need to remain focused on the long-term goals…
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At the start of 2022 investors needed reminding that investing is not an easy game despite having enjoyed around a decade of relatively strong – and fairly consistent – market returns, even in light of a global pandemic, recession, and political polarisation. 2022 has laid bare the fact that investing can very much be a game of ‘three steps…
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What do you want to achieve in 2023? Whether you want to improve your fitness or save more, these six useful tips could help you achieve success.
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While it can be tempting to actively monitor your investments and try to time the market, it could affect your portfolio’s performance. Find out why a hands-off approach could make sense here.
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Your pension Annual Allowance will reset at the end of the current tax year. Boosting your pension contributions before the deadline could make sense for you, so find out why here.
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Around a third of workers nearing retirement are choosing to phase into their next chapter, rather than quit work completely. This phased approach could help you create the work-life balance you want, but you need to consider how you’ll manage your finances too.
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A survey suggests that when you’re planning for retirement, focusing on experiences could be the key to happiness. However, many retirees also say their biggest barrier to the retirement lifestyle they want is money.
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Have you considered your estate plan? If it’s a task you’ve been putting off, discover five reasons you should make it a priority here.
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As we approach the end of 2022 and what has been a rather extraordinary few years it occurs to me that now, more than ever, we need a gentle reminder about the futility of ‘market timing’. A global pandemic, lockdowns, conflict in Europe, fuel prices, food shortages, record CPI figures – all in the past three years, and now…
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