Ethical & Sustainable Investing

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Pension Protection in Periods of High Inflation 

With careful planning, you can mitigate the impact of high inflation on your pension pot.

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What does the removal of the pension lifetime allowance (LTA) mean for me? 

In the Spring Budget 2023, Jeremy Hunt announced the removal of the pension lifetime allowance (LTA). This change has made defined contribution pensions even more appealing for wealth transfer

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I’m a Woman. When Can I Retire? 

Nearly half of women aged 50-65 plan to continue working in some capacity after reaching the state pension age.

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What Is Pension Drawdown? 

Once you reach the age of 55, you can take up to 25% of your retirement income completely tax-free.

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Making Your Tax Return Now 

Death and taxes are the two certainties in life. While it’s a good idea to put off the former as long as possible, it’s wise to take care of the latter as soon as you get the chance.

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What does the removal of the pension lifetime allowance (LTA) mean for me? 

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Using Your Inheritance Wisely 

If you’ve received an inheritance - no matter big or small - using it effectively and sensibly is essential. Here’s our handy guide to what to do, and a little of what not to do as well.

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Critical Illness Cover 

When it comes to health, it pays to be prepared. Critical illness cover can secure your family’s future if you fall seriously ill.

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The Unexpected Price of Financial Independence 

You’ve entered your mid-twenties. Long gone are the heady days of pocket money and student loans. Financial independence has been well and truly dropped on your lap and there is no way out. Our condolences.

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Protecting Your Children’s Future 

Putting plans in place for your children is part of any parent’s responsibilities. Making sure they’re cared for in the future takes some planning.

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Life Insurance - Everything You Need to Know 

How to make sure you’re prepared for whatever life throws at you with our quick guide to life insurance.

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Term life insurance. Protection for as long (or little) as you want it. 

When choosing a term life insurance policy, you determine the desired coverage amount and the term length.

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Writing a Will 

If you want to decide who gets what from your estate - rather than the law deciding for you after your death - you need to write a will.

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Do I Need Whole-Of-Life Insurance? 

Whole-of-life insurance is a policy designed to cover your entire life. It ensures a specified payment upon your death - no matter when it occurs.

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Ready to hang up your hat? 

Get a plan for retirement in place with our expert advice

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Cost averaging - the ins and outs of this investment strategy 

Looking to manage your investments in a careful, cautious way? Cost averaging might be for you.

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Retirement planning and pension advice for every life stage 

Plagued by fear and uncertainty about your financial future? You’re not doomed. You just need retirement planning advice.

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Where There’s a (Valid) Will, There’s a Way 

Writing a Will ensures your estate goes to your chosen beneficiaries after you die.

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What Is Inheritance Tax 

Want to leave as much as possible to your heirs? Or want to ensure that what you inherit isn’t scalped? Read on.

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What Is a Lasting Power of Attorney? Do I Need It? 

A Lasting Power of Attorney (LPA) is a legal document that gives an attorney the right to help you make decisions - or make decisions on your behalf. And yes, you definitely need it.

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Estate planning - everything you need to know 

From negotiating the sticky world of inheritance tax to making sure your loved ones are provided for, estate planning is an essential element of wealth management.

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The Complete Mortgage Deposits Guide 

Looking to buy a property and scrambling for a deposit? You can bet the house on our everything-you-need-to-know guide.

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The gender pension gap: all you need to know. 

Pensions for women at retirement are half the size of men’s.

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Pension management in the UK cost of living crisis 

Choosing what to do with your pension is a big decision. We’re here to tell you that cash may not be king.

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A Quick Guide to a Diversified Portfolio 

If you’re serious about investing, you need to be very serious about protecting yourself from risk.

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I’m self-employed. Do I need income protection insurance? 

81% of self-employed workers aren’t seeking financial advice. It could be time to safeguard your future with income protection.

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Eleven Essential Tips for First-Time Investors 

Ten pieces of investment advice you absolutely have to know, plus an extra one for good luck.

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Trace Old Pension Pots 

It’s not always easy to keep track of a pension, especially if you’ve been in more than one scheme or have changed employers throughout your career.

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Transfer, consolidate and combine your pension pots? 

If you have multiple pensions, it may be appropriate to consider combining your defined contribution pension pots.

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What is equity release and who is it for? 

Equity release lets homeowners aged 55 and over release tax-free cash from the value of their home. The amount you can release is based on your age and how much your home is worth.

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How to Set Investment Goals 

Setting investment goals is a crucial step towards financial success. We break down the criteria you need to consider to identify achievable goals.

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How to Decide When to Retire 

Deciding when to retire can be confusing. We outline the key considerations that will help you to be financially secure in your golden years.

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Retirement Options: How to Ensure a Comfortable Retirement 

Pension freedoms have given retirees new retirement income options, bringing fundamental changes to how we access our pension savings.

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What Is Life Insurance & How Does It Work? 

Life insurance helps to protect your loved ones financially should you pass away. But what exactly does it involve and how does it work?

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Different Types of Life Insurance Explained 

Knowing the different types of life insurance can help you make the right decision for your loved ones, giving you peace of mind that your family's protected after you're gone.

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Investing for Children & Grandchildren 

With many of us living longer, you may be thinking about how you can support your family at the moments that matter

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How to Invest Ethically & Sustainably 

An increased desire for methods on how to invest ethically and sustainably has been brought about by COVID-19 in over half of advised UK adults.