Key financial changes that have affected millions of people from April
What will your legacy look like?
Deadline for non-taxable trust registrations announced
Trusts are a way of managing wealth, money, investments, land or property, for you, your family or anyone else you’d like to benefit. When you put assets in a trust, they are under the control of an appointed person or persons called ‘trustees’. The trustees then manage the trust according to your instructions, even after your death.
Best practice, smart money habits
Does the idea of looking at your bank account cause a sense of dread? Does the ping of your banking app make you question every single one of your spending choices? Continue reading “Smart money habits”
Hopes, fears and aspirations of people approaching and in retirement
People aged between 55 and 64 are now less confident about their retirement than they were a year ago, with over-55s most likely to be worried about rising prices. Continue reading “How confident are you about your retirement?”
Homeowners release a record-breaking £4.4bn in property wealth
Despite the pandemic, 2021 saw older homeowners release a record-breaking £4.4bn in property wealth at a rate of more than £12m a day to help family members and secure their own finances by repaying debt or remortgaging existing borrowing, according to newly released data.
How to create a personal financial plan in 8 steps
Questions to help you live your best life in later life
The question, ‘Have I saved enough to retire?’ is a difficult one. It requires a lot of information about you, your family, your income needs in retirement, and an understanding of the various financial vehicles available for saving and investing before it can be answered definitively.
Staying on track to achieving specific financial goals
All of your financial decisions and activities have an effect on your financial health. To help improve your financial health during this period of rising inflation and interest rates, we look at three areas that could help keep you on track to achieving your specific financial goals.