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Liberty news
Christmas gifting – your tax tips
Gifting cash, or gifting assets is a present that keeps on giving. It’s practical, thoughtful – and it can make so many things possible. A cash gift could pay for a family holiday, cover extra days at nursery for a new grandchild, or it could start a savings pot that will make a dream come true.
Planning your retirement is the single biggest reason for seeking advice
Retirement planning is the nation’s single biggest reason for seeking financial advice. One in three over-44s will actively seek advice on planning retirement in the next six months.
Latest news
State Pension and divorce: Are you missing out on unclaimed State Pension?
More than 230,000 women are thought to have been missing out on their full UK State Pension after divorce – are you one of them? The State Pension is the foundation of many people’s retirement income.
FAQs about finding & funding care
Millions of people look after ageing parents, but many don’t know what care is available for the elderly or how to pay for care. We’re here to help explain the process.
Do those living with dementia have to pay care home fees?
For Dementia Action Week we take a look at the higher costs those with dementia have to pay for their care, why this affects women more than men and who pays for dementia care.
So, I’ve sold my business: what do I do with the money?
Selling your business can feel like a big weight off your mind… but you still need to work out how to use the sale proceeds to meet your objectives in the next stage of your life.
Passing on your wealth after you die: what if things aren’t straightforward?
Planning what will happen to your estate isn’t always simple – here’s some expert advice on what to do if your situation is complicated.
Do you have to sell your home to pay for care?
If you or a loved one need long-term care in later life, how will this be paid for? Will you have to sell your house? What help is out there?
New tax year checklist
As we go into a new tax year, now’s the time to make sure your savings and investments are set up as tax-efficiently as possible. That means using every available allowance and exemption.
Looking for long-term opportunity amid short-term volatility
Two of our fund managers provide their thoughts on the current market. Market uncertainty can provide long-term opportunities for savvy fund managers to exploit.
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