30 year old couple with young children

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

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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.

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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

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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.

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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.

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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.

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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

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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

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