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The Money Doctor | Episode 3 | what’s on the other side of a business exit?

We bring to you The Money Doctor in collaboration with Bath Life Magazine. Are you thinking about exiting your business? Perhaps you are wondering how to juggle that with retirement? We look at how you can plan when you and your company enter middle age.

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How to use a Lifetime ISA to save for your first home

If you are thinking of saving to buy your first home you will want to brush up on your knowledge of Lifetime Individual Savings Accounts (LISAs). We look at what a Lifetime ISA is and how it works.

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The Money Doctor | Episode 2 | putting off retirement planning

We bring to you The Money Doctor in collaboration with Bath Life Magazine. You might have thoughts on what retirement could look like but these dreams feel far away when you have other priorities. Retirement comes in to focus when you hit your 30s and 40s and yet many of us put off planning for it. We look at the science behind why so you can encourage yourself to do the right thing and get planning.

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The Unividual Autumn Budget Summary

The Autumn 2021 budget has been announced. Our easy to digest post helps you understand how it will affect you.

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The Money Doctor | Episode One | How to stress less about money

We bring to you The Money Doctor as seen in Bath Life Magazine. Money can be a real stress, causing pressure that builds and builds so you don’t know where to start or are afraid of the future. If people want to look after their over-all wellbeing they should avoid money related stresses at all costs.

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How to look after your loved ones after death

We explore why humans don't like talking about death and give actionable tips on stress-free inheritance planning. Turn your inheritance in to one last gift of love instead of leaving an administrative nightmare.

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How to make Business Exit Planning a success

Most business owners have a plan to make the business part of their retirement plan. For some, leveraging this value from their business is the only ‘Plan A’ they have. This can lead to a plan that lacks flexibility, meaning you might not get the retirement you wanted.

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How do we plan for retirement now, after a pandemic?

If you’ve retired in recent years, or if you’re fast approaching retirement, do you know what toll the pandemic has taken on your funds?

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Fixing your financial roof this winter

The winter holidays are just around the corner, not long till we can kick back and relax. During a period of rest our mind is able to wander a bit more. Some of us will reflect on what we have achieved this year, others on what they would like to focus on over the next 12 months. A period of downtime gives us a chance to plan and do some of those things you might have been putting off. We look at why we procrastinate when it comes to managing money and how you can get around it.

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Financial Wellbeing: 5 actionable tips to reduce money stresses

Do you get that nervous feeling when you open a bill or log on to your online banking? Money stress is a sure-fire sign you need to take better care of your financial wellbeing. This article tells you how.

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