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Wealth Management

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Wealth Management
April 11, 2023

Bank fees – 7 ideas to keep them down 3>

Banking fees can have an “invisible”, eroding effect on your wealth if not managed carefully. By having a plan to identify banking costs and keep them down, you can reduce needless costs and save money…
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Wealth Management
December 7, 2022

Is your wealth ready for long-term care? 3>

In 2021, then Prime Minister Boris Johnson announced an £86,000 “cap” on the total amount an individual would pay on care (to be introduced in October 2023).
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Wealth Management
September 12, 2022

7 steps to prepare as an executor of a will 3>

Being an executor to a loved one is an honour. You have been entrusted to help administer their estate after his/her passing. Yet performing the executor role is a big responsibility...
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Wealth Management
October 19, 2021

Gifting vs. leaving an inheritance 3>

The UK has a notoriously complex system when it comes to inheritance tax (IHT). In 2021-22, this levy is certainly significant; typically standing at 40% on the value of assets (in an estate) over £325,000.…
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InvestmentsWealth Management
September 9, 2021

What are cryptocurrencies really worth? 3>

What is it that gives the likes of Bitcoin, Ethereum and other cryptocurrencies value? Many investors have been intrigued by the potential returns here. In December 2020, Bitcoin reached $24,000 and then skyrocketed to over…
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Wealth Management
August 20, 2020

How to give wealth away tax-efficiently 3>

There are many benefits to giving money and assets to charity. Not only is there the sense of fulfilment which often comes with generosity, but there can also be important tax benefits. Here, our financial…
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Wealth Management
May 15, 2020

Updating Your Estate Plan In Light Of COVID-19 3>

This content is for information purposes only and should not be taken as financial advice. Every effort has been made to ensure the information is correct and up-to-date at the time of writing. For personalised…
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Wealth Management
December 16, 2019

5 Estate Preservation Strategies to Consider 3>

This content is for information purposes only and should not be taken as financial advice. Every effort has been made to ensure the information is correct and up-to-date at the time of writing. For personalised…
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Wealth Management
October 8, 2019

Should You Put Your Home In Your Child’s Name? 3>

This content is for information and inspirational purposes only. It should not be taken as financial advice. To receive regulated, tailored financial advice regarding your situation and goals, please consult an independent financial adviser (IFA)…
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Financial Advice in Lincolnshire and a guide to wealth management
Wealth Management
September 20, 2016

A Guide to Wealth Management 3>

We can plan our lives, but events can happen that can turn our lives upside down. We can work with you to make sure you have a plan in place that ensures that you and…
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