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5 practical reasons you should create a financial plan with your partner

by CA Financial Services | Oct 6, 2022 | Uncategorized

Money and financial goals are still sometimes viewed as taboo subjects, even within relationships. If you’ve been putting off conversations about finances, creating a plan together could have many benefits. Talk Money Week takes place between 7 and 11 November, so...

Living legacies are on the rise. Here’s what you need to know about them

by CA Financial Services | Oct 6, 2022 | Uncategorized

More people are choosing to gift wealth during their lifetime rather than leaving assets as an inheritance. There are benefits to choosing a living legacy, but there are things you need to consider too, including your long-term financial security and the potential tax...

7 in 10 adults haven’t thought about later-life care. Here’s what you should do to create a care plan

by CA Financial Services | Oct 6, 2022 | Uncategorized

Later-life care can be a difficult topic to discuss and create a plan for. However, setting out a care plan now means you can rest assured your wishes would be followed and ensure long-term security. If it is something you’ve not tackled yet, read on to find out what...

Before you increase pension withdrawals as the cost of living rises, here’s what you need to consider 

by CA Financial Services | Oct 6, 2022 | Uncategorized

As the cost of living rises, you may be considering increasing how much you withdraw from your pension. While it could solve short-term challenges, it’s important that you think about how it could affect your future too. Several factors, including the war in Ukraine...

Behavioural finance: The effect of psychology on investors

by CA Financial Services | Oct 6, 2022 | Uncategorized

You should base financial decisions on logic and facts. But psychology can have a much larger effect than you think, and it can lead to you making decisions that aren’t right for you. Read on to find out more about what behavioural finance is and how it could affect...
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