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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.
read moreCapital 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.
read moreMoney Doctor is a column written by Unividual's Cherie-Anne Baxter in Bristol Life Magazine. This edition she focuses on how to plan for a new year. New year, new you right? Do you set New Year's resolutions knowing you'll break them in days? Find out the secret to objective setting so you can actually achieve.
read moreWe 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.
read moreIf 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.
read moreWe 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.
read moreThe Autumn 2021 budget has been announced. Our easy to digest post helps you understand how it will affect you.
read moreWe 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.
read moreWe 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.
read moreMost 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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