Crafting your retirement strategy

April 30, 2024
Have you developed a retirement strategy yet? Whether you’re nearing retirement, or you still have many years of your working life ahead, careful planning is essential to secure financial stability and peace of mind when you stop working. Active planning is important According to a [...]
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The surging costs of retirement

April 18, 2024
According to the Pensions and Lifetime Savings Association (PLSA)1, a ‘moderate’ standard of living that includes £55 per week on groceries, a two-week all-inclusive holiday, £10 a week on takeaways and £100 a month to take others out for a meal, could cost a single [...]
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Residential Property Review – March 2024

April 2, 2024
RICS responds to the Spring Budget The Royal Institution of Chartered Surveyors (RICS) has released a statement in response to the Spring Budget. On 6 March, the Chancellor announced that twenty more towns will join the Long-Term Plan for Towns, each receiving £20m. RICS was [...]
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The scammers targeting YOU 

March 27, 2024
According to a study from NatWest1, seven in 10 people have been targeted by scams over the last 12 months. Vulnerabilities brought on by cost-of-living challenges have likely contributed to the high numbers. Sadly, 13% of people have fallen prey to such scams, which are [...]
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What’s your retirement dream?

March 20, 2024
Research1 has revealed that the ultimate retirement dream is actually very simple – financial security for the rest of your life. This is according to a survey1, which questioned 2,000 respondents aged 50 and over on their aspirations for later life. Hopes and dreams Nearly [...]
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Budget 2024

March 8, 2024
Despite being within a year of the next General election, this Budget contained relatively little that affects financial planning. The two much-trailed measures attracting headlines, the reduction of the National Insurance rate and the British ISA, whilst welcome, were both relatively insignificant and are unlikely [...]
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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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Powering up your pension this year

February 14, 2024
Paying a lump sum into a pension can be a particularly effective way to save for your future. If you have accumulated extra money from a windfall, work bonus or through saving, now could be the ideal time to power up your pension with a [...]
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Economic Review – January 2024

February 8, 2024
UK economy rebounds in November Official statistics show the economy returned to growth in November, although analysts believe it remains a close call as to whether or not the UK will once again manage to avoid a recession. Figures released last month by the Office [...]
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The value of advice: much more than the bottom line 

January 30, 2024
The true value of financial advice clearly goes well beyond simply maximising the monetary value of a client’s portfolio. As we progress through life’s journey, the major events that confront us all certainly come with financial costs. However, they also generate an array of emotions [...]
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