Wills- Don’t leave it too late

July 3, 2017
Statistics from the Alzheimer’s Society show that there are around 850,000 people living with dementia and the number is expected to rise to over one million by 2025. Charities that care for the elderly advise everyone to plan for a time when they might not [...]
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Does how you invest reflect your generation?

April 3, 2017
The way we view our savings and investment reflects when we were born, to a remarkable degree. Those aged 51 to 70 (Baby Boomers), for instance, are more likely to feel that they have been particularly lucky with their cash. This generation saved hard for [...]
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LPA – why numbers are rocketing

April 3, 2017
There has been a huge rise in the number of Lasting Powers of Attorney (LPA) created, prompted no doubt by 2016 figures showing that dementia and Alzheimer’s disease have overtaken heart disease and cancer to become the biggest cause of death in the UK. Figures [...]
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Savers looking to mix LISAs with pensions

April 3, 2017
Savvy savers are planning to save both in their pension plan and in the Lifetime Individual Savings Account (LISA), following its launch this April. The new LISA has been designed as a savings vehicle for those aged 18 to 40 who want to save up [...]
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Gen O struggling to save

January 3, 2017
The ‘Ostrich Generation’, or Gen O for short (16-34 year olds), have got their heads in the sand when it comes to how they choose to spend and especially save their money. A recent survey1 revealed that over half of Gen O regularly treat themselves [...]
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IHT planning for couples

January 3, 2017
From 6 April 2017, there is an important change to Inheritance Tax (IHT) that families need to be aware of so that they can plan their wealth effectively for the future. This change is often referred to as the ‘family home allowance’ but is more [...]
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Pension scams- More stolen than first thought

January 3, 2017
Pension scams have been in the spotlight since new freedoms have provided an attractive target for fraudsters. Scammers are becoming increasingly sophisticated, frequently targeting potential victims through emails, online banking systems, text messages and online transactions. Recently hackers stole money from 9,000 Tesco Bank current [...]
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