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Financial Planning

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Financial Planning
May 10, 2023

4 financial planning mistakes and how to avoid them 3>

Did you know that one-third of Britons admit to making “silly mistakes” with their cash over the last 12 months? These include accidental app purchases on a smartphone, booking tickets and failing to cancel subscriptions...
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Financial Planning
April 17, 2023

Why financial planning is important for women 3>

Financial planning is valuable for everyone. Yet British women often face unique challenges that need addressing if they are to reach their goals. Below, our Grantham financial planners show why is it important for women…
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Financial Planning
March 22, 2023

Dealing with political uncertainty in your financial plan 3>

Politics can have a big impact on your financial plan. Perhaps the government changes a key tax rule which affects your income and investment returns. Or, maybe a policy announcement leads to a sharp drop…
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Financial Planning
January 23, 2023

Financial planning for young people 3>

Young people have a key advantage when making a financial plan – time. With longer to invest, for instance, your retirement fund has more time to grow. You have more years to organise your income…
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Financial Planning
January 3, 2023

Why financial advice is valuable 3>

Everyone can benefit from financial advice – not just those with complex, offshore assets. Yet when is the right time to work with a financial adviser, and what specific value can they offer?
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Financial Planning
December 9, 2022

3 months to get the most from the 2022-23 tax year 3>

The end of the 2022-23 tax year ends in three months (April 2023). Whilst it may sound far away, in our experience this window closes rapidly – taking away opportunities for many people to make…
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Financial Planning
November 18, 2022

How to avoid the “sideways disinheritance trap” 3>

Disinheritance (whether accidental or deliberate) can come as a nasty shock. Yet it is growing more common, especially in today’s world of non-traditional families. “Sideways disinheritance” typically refers to when a child is left out…
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Financial Planning
September 26, 2022

The September 2022 Mini Budget 3>

With Liz Truss barely in the door as the new Prime Minister, the pressure was on to quickly deliver much needed support to families during the cost of living crisis. Kwasi Kwarteng’s first budget statement…
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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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