11 September 2024
5 practical ways to help older relatives manage their finances
If you’d like to better support your elderly relatives with their finances, here are 5 practical ways you can help them manage their wealth
19 October 2023
Tara Dixon: Why protection is the bedrock of financial planning
Specialist financial planner Tara Dixon looks at different personal protection options to help secure your and your family’s financial wellbeing
5 May 2023
What should I do with an inheritance received in my 60s?
Receiving an inheritance in your 60s could affect the value of your estate, and the amount of inheritance tax due.
15 February 2023
Why everyone needs Lasting Powers of Attorney
Lasting Powers of Attorney protect you if you suddenly lost mental capacity and were unable to make any financial or welfare decisions for yourself
28 June 2022
Financial planning in your 60s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
27 June 2022
Financial planning in your 50s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
14 June 2022
Financial planning in your 40s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
26 May 2022
5 steps to prepare financially before your death
No one wants to think about their death, but preparing financially could spare your loved ones unnecessary distress and financial expense
1 May 2022
Why everyone should set up a Power of Attorney
As we get older, there are a few fundamental ‘financial housekeeping’ steps -o ne of the most important is setting up a Power of Attorney