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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Chris Masley

Business protection for small businesses

Small business owners could be putting their livelihoods at risk unnecessarily, according to Chris Masley, he explains why policies like key person protection, shareholder protection and relevant life cover are well worth consideration

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How much life insurance do I need?

Knowing exactly how much life insurance you need can be a difficult sum to calculate. How much would your family need if something was to happen to you?

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Financial planning ideas for new parents

Becoming a new parent is a natural time to reassess your financial plans and look at ways to secure the financial well-being of your family

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Financial planning for new parents: Don’t forget about your future too

When you have a baby it’s important to think about your needs as well as your child's – especially when it comes to planning your future

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The benefits of placing your life insurance in a trust

Placing your life insurance policy in trust could help your family avoid a big tax bill and lengthy probate delays upon payout

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Family income benefit or family income protection?

If you're confused about whether you need family income benefit or family income protection insurance, read this article to find out more

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How can I protect my family financially?

Having a financial safety net will give you peace of mind that your family will be able to cope, even if your lives were unexpectedly derailed

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What to ask when taking out a life insurance policy

If your family relies on your income, life insurance is one of the simplest and most cost-effective ways to protect them financially

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Financial planning for new parents: Protecting your family

As a new parent, protecting your family is priority and that includes ensuring your family is looked after financially – whatever happens

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Whole of Life Insurance

When should I take out whole of life insurance?

A whole of life insurance policy protects the people you love after you die by paying a lump sum, no matter when or the nature of your death

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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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Financial planning in your 30s

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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self-employed income protection

Protecting your income when you are self-employed

Being self-employed comes with a whole new set of responsibilities, including making sure you protect your income if you’re unable to work.

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Just married couple in car

Just married – how to manage your joint finances successfully

A good financial planner will find out about your hopes and dreams and help you manage your money so you can achieve them.

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