KNOWLEDGE & RESOURCES

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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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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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Whatever your financial goals, don’t miss this year’s use-by date for your tax allowances

Don’t let your tax allowances and reliefs go to waste – make sure you take action before the end of the tax year on 5 April. With the ongoing COVID-19 pandemic making the future feel uncertain, you may feel torn between wanting to save for your long-term financial goals and shorter-term measures. You may be […]

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Make 2022 less taxing: the financial habits to get into now

Get the New Year off to a good start with these five ways to stay on top of your finances. The quick read: With pandemic-related uncertainty stretching into another year, getting into some good tax habits can give you valuable peace of mind. Are you missing out on important benefits? Don’t wait until the tax-year end […]

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Planning for your financial future as a new mum

At a glance Statistics on the gender pay gap reflect how important it is for new mums to have a financial plan to ensure their family’s future That plan should include protection insurance and investing for retirement To avoid adding to your considerable mental load, it’s a good idea to discuss your needs with a […]

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