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Could equity release fund your future?
Freeing up funds or releasing money tied up in your home
Create a better world to live and retire in
Pension investments to harness a more sustainable planet
Saving for a rainy day
What’s the right emergency fund amount for you?
An emergency fund is money you put aside to cover a financial shock. This could be losing your job, or a large, unexpected expense. Building an emergency fund can help prevent your needing to borrow money or make difficult financial decisions in those moments, by giving you savings to fall back on.
Live sustainably: how to be a conscious consumer
The everyday choices we make all have impacts on our planet
Our changing climate is making it harder to live in many parts of the world, often affecting some of the most disadvantaged communities. People are starting to realise that change is imminent and necessary.
What’s your magic number?
Keeping up your current lifestyle and enjoying your golden years
People planning for retirement should think hard about what they want to do when they eventually stop work. It is helpful to have a good idea of the lifestyle you want, how much it will cost and how you are going to pay for it.
Self-Invested Personal Pension Schemes
A flexible, tax-efficient way of saving for your long-term future
2021/2022 Tax Year-End Planning
Protect yourself, your family and your future
Inheritance Tax
What will your legacy look like?
Intergenerational planning helps you put financial measures in place to benefit your children later in life, and possibly even your future grandchildren, so it’s important to start planning early.
Protection matters
Preparing for the unexpected as part of your financial plan
When you think of financial planning, pensions and savings will spring to mind. But, whilst often overlooked, protection should be a core part of your financial plan.