Financial pitfalls primarily impacting women

February 22, 2024
Research1 has shone a spotlight on the financial challenges that prevent women from accumulating the same wealth as their male counterparts. The report found that having children continues to have a disproportionately large impact on women’s finances, as do other life events such as the [...]
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Planning for a secure financial future

January 5, 2024
Over the past 12 months, the cost-of-living crisis has put significant pressure on household budgets and knocked many people’s confidence in their future financial prospects. Research, however, shows that planning is a key driver of positivity about our financial futures; so, as a new year [...]
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Gender division extends to money matters

December 29, 2023
Despite women’s earning power increasing significantly over recent decades, the division of financial responsibilities does not appear to have evolved. A survey1 of 4,000 UK adults earlier this year found that women still typically have greater oversight of domestically focused financial matters, such as household [...]
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Building financial resilience in 2022

January 13, 2022
The new year is the perfect time to reassess how your finances are faring and take advantage of any opportunities that may lie ahead. Household budgets are likely to be stretched in 2022, with rising inflation and tax increases already on the table. It makes [...]
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Sudden Wealth Syndrome: coping with a windfall

December 16, 2021
You’d be likely to feel happy and excited if you received a large windfall suddenly or unexpectedly. Whether you’re receiving an inheritance, have become a successful entrepreneur, or perhaps you’re selling your business, the reality is that for many, sudden wealth can feel overwhelming. It [...]
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Estate planning update

November 4, 2021
HM Revenue & Customs (HMRC) published its annual statistics on Inheritance Tax (IHT) in late July, revealing that IHT payments in the 2020-21 tax year totalled £5.4bn, up around £0.2bn (almost 4%) on the previous year, when receipts were slightly lower than 2018-19. Typically, more [...]
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Autumn: a time of change and preparation

October 21, 2021
As the darker evenings and colder days of autumn approach, our thoughts often turn to hunkering down and preparing for the winter months. A season traditionally associated with change, preservation and preparation, autumn is a perfect time to get your finances organised before the rush [...]
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October 7, 2021
After a long period in which there was little to worry about, this has reappeared on the agenda. As it is a very significant factor in considering investment policy, it might be helpful to clients if we set out our current view. Many of us, [...]
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