5 ways to make tax-efficient investments

Tax-efficient investments can make a huge difference to the amount of wealth you accumulate over time. We take a look at five of them.

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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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Investing in the ‘age of inflation’

Mike Greely explores some of the reasons behind the market turbulence, and explains why patience and portfolio positioning can help investors

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Does your child have a forgotten Child Trust Fund?

Almost 200,000 young people born from 2002 to 2020, have a Child Trust Fund containing savings of around £2,000 - and they don't even know!

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Are Premium Bonds really worth it?

A brief explanation about what cryptocurrency is, how it works, what you can use it for and why you should tread with caution

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Savings and investments for children

Putting money away for children is a great way to teach them about money, as well as giving them a boost towards the start their adult life

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Should I invest in cryptocurrency?

A brief explanation about what cryptocurrency is, how it works, what you can use it for and why you should tread with caution

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The best ways to save and invest for young adults

Putting money away for children is a great way to teach them about money, as well as giving them a boost towards the start their adult life

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The true benefits of paying for financial advice

A robust financial plan designed around your unique circumstances can provide benefits that go beyond purely financial returns

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Financial planning for new parents: Investing for your child’s future

If you want to invest in your child's future to give them the best start, we consider some of the investment options open to you

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5 common money mistakes when starting your first job

We take a look at the most common mistakes young professionals make when they're starting out – and the steps you can take to avoid them

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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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What’s the difference between a Wealth Manager, a Financial Planner and a Financial Adviser?

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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What every business owner needs to know about tax-efficient investing

During the pandemic many business owners built-up cash reserves to act as a safety net - now they're wondering where to invest those reserves

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Tim Forsyth: The biker with a safety-first wealth planning approach

Tim explains the importance of the 5 pillars of life: home, relationships, health, work, and finances. Lose one and the rest can easily follow

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Chess

How to make better financial decisions

We take a look at some of the negative behaviours that lead people to make poor financial decisions, and how to mitigate against them

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Female self-employed person smiling while sitting in front of her computer

Tax management for the self-employed

Critical aspects of tax that the self-employed should consider, and how a financial planner can make tax management less daunting

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How financial planning can help if you’re self-employed

A look at the major financial considerations being self-employed involves, as well as explaining how independent financial planning can help

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finding a financial adviser

How to find a financial planner you can trust

Are you confused about how to find the right financial planner? It can be tricky, especially if you are looking for the first time.

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Self employed series: Savings & Investments

Savings and investments for the self-employed

We explore tax efficient investments for self-employed people. Helping you make the most of your money over the longer term.

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Young child starting investing and saving when young

Why you should build an investment portfolio when you’re young

The best time to start an investment portfolio is right now - the sooner you begin, the easier it will be to achieve future financial goals

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Take a look at your end of year tax allowances

Taking a closer look at your end of year tax allowances?

The new financial year is the perfect opportunity to review your finances and make full use of any available tax allowances before 5 April

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Andrew Sutherland

Retirement planning is about more than just a pension

Expert insights from Andrew Sutherland: When it comes to retirement planning, your pension is likely to be just one part of the puzzle.

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Financial considerations for getting married

Financial considerations: Getting married

Congratulations - you're engaged. It’s worth taking a moment to consider how a marriage or civil partnership will impact your financial plan.

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Planning for your dream retirement

How to plan for the retirement you’ve always dreamed of

Do you know how much to put aside for your retirement, so you have the freedom to follow your dreams and do everything you ever wanted to?

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Reducing retirement tax bill

11 ways to reduce tax in retirement

While you should never base investment decisions solely on tax efficiency, there are several ways to reduce your tax bill in retirement.

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Pros and Cons of creating a trust fund for your children

Trust fund baby… the pros and cons of setting up a trust for your kids

While a trust fund baby often suggests someone with a privileged background living off their rich parents, setting up a trust for children is often a sensible way to ensure your wealth is handed down responsibly.

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Managing your investment risk

How to manage your investment risk

Find out how to manage your investment risk by investing in different kinds of assets to neutralise the impact of poorer performing assets.

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Why should I pay for financial advice

Why should I pay for Financial Advice?

When it comes to the cost, you're not just paying for financial advice. You’re paying for bespoke life landscaping, that achieves your hopes and dreams.

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What does a financial planner do?

What does a financial planner do?

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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