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5 practical questions to consider when you’re naming a Lasting Power of Attorney 

by CA Financial Services | Sep 9, 2024 | Blog

Who you choose to act on your behalf if you lose mental capacity is an important decision. You want to select someone you trust and you feel confident could act in your best interest should you need them to. So, read on to discover five practical questions you might...

How to join the pension treasure hunt and discover “lost” savings

by CA Financial Services | Sep 9, 2024 | Blog

You could uncover “lost” pension savings and boost your retirement by tracking down old pots you might have forgotten about. Read on to find out why you might have lost pensions and how to rediscover them.  27 October 2024 marks National Pension Tracing Day and...

Regular financial reviews may help you get more out of every stage of life

by CA Financial Services | Sep 9, 2024 | Blog

Balancing your long-term goals with enjoying your life now can be a difficult balancing act. Regular financial reviews could ensure you get more out of your life at every stage by helping you to strike a balance that suits your needs. It’s a common misconception that...

How understanding behavioural finance could improve your decisions

by CA Financial Services | Sep 9, 2024 | Blog

The study of how psychology affects financial behaviours is fascinating. Understanding the basics could improve your relationship with money and how it influences your financial decisions. Behavioural finance looks at how psychological influences and biases affect the...

Study: Greater freedom means money can buy happiness

by CA Financial Services | Sep 9, 2024 | Blog

A new study has disputed the saying “money can’t buy happiness”. In fact, the research suggests the opposite is true, money can buy happiness, but it isn’t as simple as accumulating as much wealth as possible. According to the Guardian, a study from the University of...

Inheritance Tax: 5 shrewd strategies for reducing a potential bill

by CA Financial Services | Sep 9, 2024 | Blog

If you take a proactive approach to managing your wealth, you could reduce how much Inheritance Tax (IHT) your estate may be liable for when you pass away.   Last month, you read about what IHT is and when estates become liable to pay it. Now, read on to...
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