Get Financially Fit in As we face and the year ahead with great anticipation, thoughts of resolutions, often centred around lifestyle improvements and healthy living, usually feature high on our to-do lists. It’s all too easy to overlook the resolution to take stock and refocus on your finances. The new
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Estate planning Making Plans to Protect Your Family’s Financial Future In addition to organising your finances to ensure your assets are protected for your loved ones on your death, estate planning also encompasses ensuring you have enough money to live on; it is a tenuous balance for many. A good
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Protecting your Investment Portfolio The pandemic has placed immense pressure on financial markets across the globe. Markets hate uncertainty and, in recent months, that has been one commodity not in short supply. Heightened volatility, however, does always demonstrate one investment certainty – the importance of portfolio diversification as a means
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Pension Withdrawals Making Sense Research* has revealed that one in five over 55’s with a private pension withdrew a lump-sum during 2019, although the study does suggest that, for many, this was not a financially sensible course of action. Stash The Cash The most popular reason for accessing pension wealth
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