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Research highlights what people consider before making the decision Data has revealed that while a third of over-45s (29%) say they have plans to downsize in the next five years, …

How much money will you have for retirement, where it’s invested, and what are you being charged? According to new research[1], just two-fifths (42%) of the UK population know how …

Allow your loved ones to benefit more from your accumulated wealth Effective planning minimises the burden of Inheritance Tax (IHT), allowing your loved ones to benefit more from your accumulated …

How it can help you boost your State Pension Around one in five grandparents over the age of 50 in the UK provide childcare help for their grandchildren, but thousands …

Time to focus on the financial health of your business? As a business owner, you may well have complex finances. With such a focus on building and running a successful …

How to recover quickly and minimise the impact should the worst happen Whether you’ve been in charge of a successful business for several years or have only recently started up …

Tax benefits could make a big difference to your future wealth You’ve nurtured your business, but have you paid the same attention to your retirement plans? Some business owners focus …

Preparing yourself, your family and your business for the future The operational demands of running a family business or other closely held enterprise can be all-consuming, but business leaders must …

Don’t jeopardise the livelihood of your family and your business partners Owning a business is time-consuming. Your focus is on managing the day-to-day tasks while growing the business. There’s little …

Contributing additional amounts to your pension stands to benefit you significantly in the long term Recent research findings have brought to light a striking observation: fewer than 10% of adults …