Back to school, time to plan
As children across the UK return to their schools this September, it might be time for their parents and grandparents to catch up on their financial homework too.
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The Great Wealth Transfer – managing the transition
If you’ve not heard of the Great Wealth Transfer yet, chances are you will do soon. It’s happening around us, as wealthy members of older generations begin to pass their money down generations.
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What is the ‘basket of goods’ and why does it matter?
With inflation back in the headlines, we explore what the ‘basket of goods and services’ is, why it matters and how it has evolved over time.
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How to preserve your wealth
We explore when it might be more appropriate to focus on wealth preservation, rather than being preoccupied with fast growth of our money.
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The role of cash in retirement plans
We explore how cash savings may play an important role in enabling the use retirement investments and pensions at the time of one’s choosing.
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What will happen with the commodity ‘supercycle’?
A ‘commodity supercycle’ might be here and we explain what it means and what the ramifications might be for an investment portfolio.
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Making a difference to the younger generation
Grandparents often want to make a difference to their families by giving financial gifts at the best possible time. Here’s how to do it.
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What the rising pension ages mean for your retirement plans
Retirement is changing with both the state pension and minimum pension age increasing – we have a look at the top things to consider.
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ETFs explained
ETFs can be a great way for a portfolio to have exposure to many indices - here are some of the most important things to know about them.