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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
Financial advice is a matter of trust & understanding, as much as money
SJP's Real Life Advice Report conducted by Opinium on our behalf. The Advice Relationship confirms that consumers value a trusted, longstanding relationship with their adviser above all else.
Is pausing your pension ever the right thing to do?
When money’s tight, pausing future savings plans such as pension contributions may seem like a good option – but it can have significant long-term implications.
Beyond the Ballot: the US election 2024
Globally, more voters than ever in history headed to the polls this year, with more than 60 elections representing about half of the world’s population.
The value of personal support: five reasons it’s in your clients’ interests to take financial advice
If your client is awarded damages for personal injury or medical negligence, working with a financial adviser is crucial to help ensure finances are arranged in the best way to meet their needs.
The advice journey – why we seek financial advice & why we stay with it
Almost one in two of us (48%) seek out financial advice due to a major life event such as getting married or buying a property, or to cope with an unexpected challenge such as job loss or divorce. Financial advice can be invaluable in helping us achieve our goals and come through challenges.
What can we expect in the Autumn Budget 2024?
With the new government’s first Budget scheduled for 30 October, we’re starting to hear some hints and theories about what may be included in the statement.
Are you prepared for any upcoming tax rises and price increases
You may think that you’ll only need financial advice if you’re fortunate enough to come into a lot of money, or if you’re a higher rate taxpayer. Staying on track is challenging, and you need to dig deeper to pay the bills.
What’s the real-life value of financial advice?
SJP's largest consumer survey, the Real Life Advice Report carried out by Opinium, examines the UK population's relationship with financial advice. The findings reveal that financial advice can - and does - transform lives.
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