Financial Advice Blog
Articles about Financial Advice for you and your family.
Tax Tips 2024 – 25 Part 5
Estate planning – handing on your wealth 25 Plan to maximise your inheritance tax (IHT) nil rate band on death. Everyone has a nil rate band of £325,000 on which no IHT is charged. If you have children, or stepchildren, you can add up to £175,000 (known as the...
Guide: How an Olympic mindset could help you manage your finances effectively
What makes an Olympian? Natural talent or the hours put into training might be the first things that come to mind. However, their approach and mindset play an important role in their achievements too. An athlete’s mentality will have a huge effect on how they pursue...
3 fun ways you can pass on essential money lessons to children
As a parent or grandparent, you want the young children in your life to grow up to be happy and successful adults. A solid grasp of finances could set them off on the right track when they get older, but alarmingly, many children don’t receive any lessons on the...
How to use life insurance to cover a future Inheritance Tax bill for your family
The amount the government collects through Inheritance Tax (IHT) is on the rise, and freezes to allowances mean it’s expected to increase further. If your family could face a bill when you pass away, life insurance could provide a valuable way to cover the expense....
The fantastic benefits of basing your financial plan on happiness
When you think about what you want the future to look like, it’s probably not the value of your assets that comes to mind first. Instead, you might think about the experiences you want or the wellbeing of your loved ones Yet, to build the life you want, money is...
How “time travelling” as part of your financial plan could help you secure your goals
Imagine you could time travel to understand how your financial decisions today might affect your lifestyle in 10 or 20 years. You may be in a better position to turn your goals into a reality. Read on to find out how working with a financial planner could give you a...
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Why use a Financial Advisor for Planning your Retirement?
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