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International Women’s Day: 5 things you could do to improve your long-term financial wellbeing

by CA Financial Services | Feb 13, 2023 | Uncategorized

  This year’s theme for International Women’s Day is “embrace equity”. While huge strides have been made in improving financial independence for women, there’s still a significant gap. It could harm your overall wellbeing and your options in the future. If you...

4 reasons you may want to boost your ISA before the tax year ends

by CA Financial Services | Feb 13, 2023 | Uncategorized

You have until 5 April 2023 to make the most of your ISA allowance for the current tax year. If you want to boost your savings or investments, adding more to your ISA could make sense. For the 2022/23 tax year, you can add up to £20,000 to adult ISAs. The allowance is...

Explained: Your 3 main options when accessing your pension for the first time

by CA Financial Services | Feb 13, 2023 | Uncategorized

If you’re saving into a defined contribution (DC) pension, you can choose how you access the money. You’ll also be responsible for ensuring the savings provide you with an income for the rest of your life, so understanding the different options available to you is...

Is your mindset holding you back from enjoying your retirement? Financial planning could help

by CA Financial Services | Feb 13, 2023 | Uncategorized

When you think about retirement planning, what challenges come to mind? While ensuring you have enough saved and that you don’t run out of money are common concerns, there is one you may have overlooked: changing from a saving to a spending mindset. To secure your...

Estate planning: How to understand the value of your assets and estate

by CA Financial Services | Feb 13, 2023 | Uncategorized

When you’re deciding how to pass on assets and who you want them to go to, understanding their value, and how this might change, is crucial. Last month, you read about why estate planning should be part of your overall financial and life plan. Now, read on to discover...
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