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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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PensionsRetirement
September 5, 2022

Is Buy to Let better than a pension for retirement? 3>

Britain is unique in Europe for its love of home ownership. In 2018, 65.25% of Britons owned their own property – up from 65% the year before. The idea of buying a property, living in…
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News
August 30, 2022

Changes to the Trust Registration Service 3>

As many of our clients will be aware, HM Revenue & Customs (HMRC) has required all UK taxable trusts to be registered with their Trust Registration Service (TRS) since 2017; with the aim of improving…
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Investments
August 30, 2022

A short guide to investment risk 3>

Regardless of what you do with your money, there are risks involved. Keeping cash in regular savings risks erosion by inflation. Putting it into shares involves the risk of the value falling in a bear…
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Pensions
August 23, 2022

Should I defer my State Pension? 3>

You do not have to start taking your State Pension as soon as you reach State Pension age (i.e. age 66 in 2022). Instead, you can choose to defer it – potentially allowing you to…
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Business
August 16, 2022

Shareholder protection – prepare your business for the unexpected 3>

Is your business fully protected if a key shareholder (e.g. director) dies? When this happens, his/her beneficiaries inherit the estate – including shares in your business. This could potentially leave a lot of decision-making power…
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Financial Planning
August 9, 2022

Rebuilding your financial plan after divorce 3>

Simply getting through a divorce is challenging and stressful. Yet it is also vital to rebuild your wealth and finances to regain a sense of control, security and peace of mind in your life. The…
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Financial Planning
July 26, 2022

Summer 2022: What’s happening to the UK economy? 3>

Recent figures for the UK took many people by surprise. Following two months of falling GDP (0.1% in March and 0.3% in April), the economy grew by 0.5% in May. The question, of course, is…
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In the Community
July 19, 2022

Charity Walk & Bake Sale – Castlegate in the Community 3>

Last month we posted about Heathers Charity Walk for PM Syndrome and are pleased to announce that Heather has completed her goal to walk 50km (in 13 hours!) to raise funds – and awareness –…
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Support
July 19, 2022

4 Cost of living scams to avoid in 2022 3>

With inflation now at 9.1% and the average cost of filling up the car now £100, many households are feeling greater pressure on their budgets. Sadly, scammers have been using the cost of living crisis…
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