Posts by Sam
The Importance of Starting Your Pension Early: A Guide to Financial Security
I understand the crucial role that pensions play in securing your financial future. One of the most frequently asked questions I encounter is about the ideal time to start saving for retirement. In this blog, I will address this and other important questions to help you understand the significance of early pension savings and how…
Read MoreNavigating Financial Planning During Divorce: Essential Considerations
Introduction Divorce can be a profoundly challenging time, affecting individuals not only emotionally but also financially. Understanding how to manage and protect your finances during this significant life transition is crucial for long-term stability. In this blog post, we’ll look into the essential financial aspects you need to consider when going through a divorce, including…
Read MoreCelebrating Armed Forces Day: The Importance of Financial Advice for Our Heroes
Introduction As we approach Armed Forces Day on 29th June, it’s a time not only to honour our service members, veterans, and their families but also to acknowledge the unique financial challenges they face. The demands of military life, including frequent relocations and deployments, can make financial planning especially complex. The Value of Specialised Financial…
Read MoreUnderstanding Capital Gains Tax: What to Expect in the 2024 UK General Election
Introduction With the 2024 UK general election drawing near, questions are circulating about potential tax changes under a new government. Capital Gains Tax (CGT) is often a topic of discussion. Here, we answer the most pressing questions about what CGT is, the current rates, exemptions, and how things might shift post-election. What is Capital Gains…
Read MoreExperience the World at Cricklade Festival 2024: Music, Dance, and Classic Cars Await!
Nestled in the heart of Wiltshire, just a few miles north of Swindon, the historic town of Cricklade invites you to the 2024 edition of its much-loved annual festival. This year, we celebrate the rich tapestry of cultures with our theme, “It’s a Small World: Celebrating World Music and Dance.” Mark your calendars for 9th…
Read MoreNew Tax Year Planning: What You Need to Consider Now
Book a call back now! As we usher in the new tax year, it’s the perfect time to give your finances a spring clean. Whether you’re an experienced investor or just starting to navigate the complexities of financial planning, there are several key areas to consider to ensure you’re making the most of your allowances…
Read MoreEmpowering Women with Financial Advice: Top 10 Reasons It’s Essential in the UK
In the UK, financial empowerment for women is not just about equality; it’s about smart planning and recognising the unique challenges women face. With issues like the gender pay gap and career breaks impacting long-term financial health, tailored financial advice is critical. Here’s why financial advice is invaluable for women. 1. Tackling the Gender Pay…
Read MoreBudget Update 2024
On 6 March, Chancellor of the Exchequer Jeremy Hunt delivered his Spring Budget to the House of Commons declaring it was “a Budget for long-term growth.” The fiscal update included a number of new policy measures, such as a widely-anticipated reduction in National Insurance, abolition of the non-dom tax status and new savings products…
Read MorePower of Attorney: Your Questions Answered
Introduction Navigating the realms of Power of Attorney (POA) can often feel daunting, but it’s a vital component of managing your affairs, both now and in the future. Whether you’re considering setting one up, curious about how it works alongside a will, or looking to understand your rights and responsibilities. This article aims to demystify…
Read MoreWhy You Absolutely Need a Will: A Clear and Simple Guide
Introduction Hello! Today we’re tackling an essential topic that’s often overlooked: the importance of making a will. Regardless of your age or wealth, having a will is a critical aspect of financial planning. Let’s explore why it’s crucial and what you should know. Section 1: What Happens If You Don’t Have a Will? What if…
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