Financial Advice Blog
Articles about Financial Advice for you and your family.
3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax
Figures suggest more families are gifting to avoid Inheritance Tax (IHT). While passing on assets to loved ones may seem like a clear solution, it isn’t always so simple. More estates are becoming liable for IHT as thresholds for paying the tax are frozen. The Office...
Why a “Frankenstein” approach to financial planning isn’t frightful
205 years after it was published, the novel Frankenstein has inspired countless horror books, films, and more. The approach the scientist takes in the story to create a sapient creature might have more in common with effective financial planning than you think....
Financial security is the most important retirement goal for 9 in 10 Brits
When you think about the most popular retirement dreams, an adventurous cruise or having time to put your feet up might come to mind. Yet, a survey found the most common goal for retirement is to achieve financial security. According to Legal & General, a huge 94%...
3 valuable reasons your financial reviews are important
Creating a financial plan is just the first step to reaching your goals. While you may have carefully set out what you need to do, financial reviews are still essential. Often, it’s advised that you review your financial plan once a year or following major life...
10 magical life and money lessons you can learn from Disney
The Walt Disney Company is celebrating a huge milestone – its 100th anniversary. On 16 October 1923, brothers Walt and Roy Disney set up Disney Brothers Cartoon Studio to produce films. From humble beginnings, the company has gone on to become one of the most...
Why soaring interest rates are affecting national debt and could mean tax rises
High inflation and rising interest rates aren’t just affecting households, they’re affecting the UK’s public finances too. Forecasts suggest the government may need to implement tax rises to avoid debt spiralling. According to the Office for National Statistics, at...
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