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Top tips to make the most of your savings!
Our lives changed in ways we could not have imagined in 2020 with restrictions on movement that forced many of us to press pause on so much that we took for granted.
Who pays for social care?
“The vast majority of us are going to have to take some responsibility for our care needs,” says Tony Müdd, a Divisional Director at St. James's Place Wealth Management.
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Five things you need to know about Inheritance Tax
Inheritance Tax (IHT) is one of the government’s most reliable forms of income. Yet so much of the tax paid on the value of your estate after you die is avoidable.
Protection – help in a changing world
Life before Covid now seems like a very distant memory. It’s easy to overlook how suddenly it seemed to unfold, moving rapidly from the periphery of our lives to changing everything within a matter of weeks.
Weddings – the tax benefits
If you’re helping your child or grandchild with their wedding, then it’s an important time to seek financial advice.
Being a new parent is exhausting – protection and planning
Of course, you were prepared for sleepless nights, colic and 3am nappy changes, but you probably didn’t expect you would need a degree in civil engineering to collapse your buggy, squeeze it into the car, then get it back up again!
Income protection – why you should protect yourself
Everyone knows they need to insure their car, their home and anything precious, from pets to bicycles.
Responsible investing & ESG: Whats gets measured gets managed
Most investors want to help the environment. But some companies have exaggerated what they do in this area, known as greenwashing. In response, investors are demanding more and better information.
The tax jargon buster
When it comes to navigating the world of financial services, there’s one barrier that many people struggle to overcome – the jargon. Unless you’re an expert or you have experience in the industry, you likely won’t go far before coming across a term that you don’t understand.
Three high performing businesses on the road to sustainability
Responsible investing encourages sustainability in the way companies operate, and sustainable initiatives tend to improve risk management, innovation and operational efficiency.
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