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Pensions
July 14, 2025

Why your pension plan cannot be left to chance 3>

Retirement may seem far away, but your choices today could massively affect your quality of life once you reach your 50s, 60s and beyond. Whilst it may be tempting to put off planning your pension,…
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Financial Planning
July 11, 2025

Intergenerational financial planning for blended families 3>

There are 8.2 million families with children in the UK. 63% of that number represents the “traditional” nuclear family units - a wife, husband and children in a family home. Around a quarter are led…
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Taxation
July 7, 2025

4 tax mistakes that can cost £1,000s – and how to avoid them 3>

You cannot completely avoid taxes if you live in the UK. Yet, our financial planners in London, Grantham and Leicester encounter people every day who are overpaying - often without realising. The impact can be…
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Investments
July 4, 2025

Property vs investing: Which builds wealth faster in 2025? 3>

Brits are unusually obsessed with property. It feels “safe”, offering a sense of stability. It is also visible (bestowing status) and tangible, giving the impression that your assets are “real”. Yet, the UK may be…
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Market Update
July 2, 2025

Market Update – June 2025 3>

June has been heavily defined by geopolitics, with the Israel-Iran conflict fuelling volatility in the commodity markets. Closer to home, interest rates have been shifting in developed countries, and the UK Chancellor delivered an important…
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Financial Planning
June 17, 2025

Interest rates fall again – what it means for you 3>

The Bank of England (BoE) lowered the base rate once again in May 2025. The MPC (Monetary Policy Committee) decided by a 5-4 vote to lower the rate by 0.25%, taking it to 4.25%. The…
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Investments
June 13, 2025

5 concepts to boost your investing knowledge 3>

The UK population is reluctant to invest and holds too much cash, according to the Financial Conduct Authority (FCA). Nearly two-thirds of UK adults with £10,000 in investable assets are concentrating 75% of these in…
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Pensions
June 9, 2025

How to build your best pension pot 3>

Will you really have enough to retire? According to a 2024 study, 74% of British people are not on track to maintain their current standard of living in retirement. Many people are simply underestimating how…
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Business
June 6, 2025

Business owner? Avoid these 4 money mistakes 3>

Do you feel on top of your business finances? Let’s be honest, it is so easy to overlook them. As an owner, your attention is on so many things - marketing, managing staff, staying compliant,…
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Market Update
June 2, 2025

Market Update – May 2025 3>

Markets have largely recovered from the initial panic over the “Trump tariffs” in April, with many indices now rallying to all-time highs. However, investors remain worried about whether trade disruption will return over the summer…
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