KNOWLEDGE & RESOURCES

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Why higher taxes make pension and ISA planning crucial

As the tax burden on Britons is set to reach its highest level since the 1950s, it’s increasingly important to use your tax-efficient pension and ISA allowances together Britons will soon face the highest level of tax since the 1950s1, making it more important than ever that your financial plans involve both pensions and ISAs […]

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Five ways to maximise your retirement savings

Follow these simple rules to give your pension pot a boost Saving for retirement can feel so daunting that many of us would understandably prefer to avoid thinking about it. But there are also some very compelling reasons for overcoming that hurdle and seeing it as an opportunity as well as a challenge. The responsibility […]

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Your guide to Capital Gains Tax

Capital Gains Tax (CGT) is complicated. That means some people end up paying it unnecessarily, while others get caught out and face fines for failing to properly declare their gains. Here are some FAQs about CGT and how financial planning can help. What is Capital Gains Tax?CGT is a tax that is charged when you […]

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Make 2022 less taxing – the financial habits to get into.

There’s no better time than the New Year to get into good habits that will make a real difference to your life. Financial goals are an ideal place to begin, not least because they’re often attached to tangible positive outcomes. “Getting into good tax and financial habits will make your life so much easier,” says […]

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The importance of arranging a power of attorney

Have you considered what would happen if you could no longer manage your financial affairs yourself, or make other important decisions concerning your health and welfare? Many people believe that their next of kin or another close relative or friend would simply be able to pick up the reins on their behalf. However, that would […]

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Stop price rises damaging your retirement spending power

As inflation soars to its highest level in a decade, maximising your pension allowances becomes even more important for protecting your retirement income. The quick read.• Rising prices could damage your spending power in retirement, so review your pension plan to make sure it can still meet expectations.• The longer your money is invested, the […]

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