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News

Teaching Kids Early About Money

We now live in a very different world to when we were kids, rising house prices, student debt...it all adds up to a less favourable future for our kids. Read up on how you can prepare them for adult life.

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Improve your relationship with money

It’s easy to get used to the ‘money in, money out’ mentality, and it’s a really good idea to stop and take a look at your situation every so often.

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Understanding Capital Gains Tax (CGT)

Capital gains is an important tax to understand because it’s up to you to declare it, and pay it, and avoid the penalties. Our post will help you understand exactly what you need to do.

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What’s on the other side of a business exit?

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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Putting off retirement planning

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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How to stress less about money

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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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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Planning savings for children

Planning savings for children or grandchildren can make a big financial impact on young people when they finally embark on adult life. Financial Adviser and father Simon Jones talks through the impact it can have, it is never too early or late to start investing in their future.

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