Research has shown that the ultimate retirement dream for most is straightforward: enduring financial security.
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Key Financial Dates to Know About
There are plenty of important dates to be aware of this year that will likely affect your finances.
3mins
The importance of a regular savings habit
Maintaining monthly savings levels or committing towards new savings against a difficult economic backdrop can be challenging.
2mins
A Matter of Inheritance
Leaving loved ones some financial security is a priority for many. So-called baby boomers have been fortunate to have benefited from soaring house prices and bumper pensions, which means they can often hand down a large estate to the next generations.
3mins
Keeping it in the family
Understanding how to pass on wealth in the most tax efficient manner is key to cutting the amount that HM Revenue & Customs (HMRC) can claim when it eventually comes to assessing inheritance tax (IHT).
4mins
Early Bird ISA Investors Catch the Worm
Many ‘eleventh hour’ investors have rushed to complete their ISA applications over the last week or so to beat the end of tax year deadline. But it’s the early birds in the new tax year that can arguably catch the best tax breaks.
3mins
Preparing for an adviser meeting
If getting your finances into shape is on your to-do list for 2023 then you might be planning to see a financial adviser who can help.
3mins
COP27 and sustainable investing
The Cop27 summit – the United Nations’ annual climate change get-together – has come to a close after much debate about how to solve the climate crises, mostly surrounding how to tackle stamping out dependency on fossil fuels.
3mins
Teaching kids about money
Set kids up to win at managing money Financial education has been part of the national curriculum in secondary schools for several years now – but is not compulsory for primary schools.