Client News
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February 2025
5 ways financial planning could help you emotionally prepare for retirement
While financial challenges often come up when those nearing retirement are asked about their concerns, emotional obstacles could be just as important. A financial plan might include looking at areas like your pensions and investments, but it could help you emotionally prepare for retirement as well. Here are five ways a financial plan could improve…
Is your estate worth more than £2 million? Your Inheritance Tax liability could be higher than you expect
Often dubbed the “most hated tax” in the media, Inheritance Tax (IHT) is a tax on your estate when you pass away, which could reduce how much you leave behind for family and friends. If your estate is worth more than £2 million, the potential IHT bill might be higher than you expect. Read on…
Behavioural finance: The effect emotions could have on your financial decisions
While you might intend to make your financial decisions based on facts, emotions creeping in from time to time is normal. Recognising when emotions might be influencing your judgement could mean you’re better able to evaluate what’s right for you. Last month, you read about how past experiences could affect your decisions. Now, read on…
5 practical tips for staying healthy in your 50s and beyond
Getting older unfortunately might mean getting used to new limitations. However, making healthy lifestyle changes can improve your quality of life no matter what age you start at. So, instead of staying stuck in your ways, read on to discover five easy steps you can take to improve your health later in life. 1. Improve…
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