When you set out how to reach your financial goals, you might think about the steps you need to take. Just as important could be considering how the unexpected might affect your financial plan. Read on to find out how the unexpected may affect you and how an effective plan could keep you on the right track. Personal and economic …
While inflation continues to be a challenge for many economies, there are positive signs in the UK and around the world. Read on to find out what may have affected stock markets and your investment portfolio in March 2024. Remember, volatility is part of investing and most people should invest with a long-term outlook. If you have any questions about …
In recent years, the focus on personal wellness has been a growing trend. Indeed, data reported by Statista reveals that the forecasted size of the wellness market could reach as much as $8.47 trillion by 2027. While it may seem as though embracing mindfulness and striving to live a healthy life are modern trends, this isn’t the case. In fact, …
If you’re concerned about running out of money during retirement, you’re not alone. In fact, it’s one of the top financial concerns in the UK. Being proactive and working with a financial planner to create a retirement plan could offer you peace of mind. Read on to find out why. In an Aegon survey, 7 in 10 financial advisers said …
Since they were introduced in 1999, ISAs have become a finance staple for many households thanks to providing a tax-efficient way to save and invest. As ISAs turn 25, chancellor Jeremy Hunt unveiled plans to launch a new UK ISA and has previously announced changes that could provide you with more flexibility. Read on to find out what you need …
Many people could be omitting a useful way to pass on assets when they die because they aren’t aware that pensions usually fall outside of their estate. It could also mean some have failed to name a beneficiary for their pension. Read on to find out what you need to know about pensions and why they could be a tax-efficient …
The gains you can make before potentially paying Capital Gains Tax (CGT) have halved for the 2024/25 tax year. If you plan to dispose of assets, the change could affect you. Read on to find out when you could be liable for CGT and some steps you might take to manage a bill. CGT is a tax on the profit …
How do you grow your wealth when you’re investing? Choosing the “right” investments is just one of the ingredients needed for success. Indeed, your mindset and behaviours could have a much larger effect on the outcomes of your investments than you might think. Your approach to investing could influence the decisions you make when you start building your portfolio, such …
More than 1 million investors will be hit with a Dividend Tax bill for the first time in the 2024/25 tax year, according to an AJ Bell report. Read on to find out if you could be affected and discover some of the steps you could take to mitigate a tax charge. A dividend is a way of distributing a …
Dr Seuss’s books are well-known for passing on life lessons to children through interesting and rhyming lyrics. But hidden among the vivid illustrations are valuable teachings that could apply to financial planning too. During his lifetime, Dr Seuss wrote and illustrated more than 60 books – several of which are the most popular children’s books of all time – and …
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