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UK

Wealth/financial planning

Our independent wealth planners share their expertise in our educational wealth planning hub. Read more here. 

10 steps to build your financial fitness

In order to meet your goals, both short- and long-term, you need to have a thorough understanding of your financial position, so that you can make the most of your money and create a comprehensive wealth plan for the future.

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Will I run out of money in retirement? How does retirement cash flow modelling work?

Khaled Miah, Wealth Adviser, explains how sensible cash flow modelling can help you to achieve your later-life goals. He presents a relatable case study, demonstrating how a financial planner can make your plans attainable rather than leaving things to chance.

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Budget 2023: balancing caution with surprise

Andrew Chastney breaks down the Spring Budget explaining what the changes might mean for you.

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Five inheritance tax planning tips to help manage the inheritance tax payable on your estate

Inheritance tax (IHT) is payable on anything of value that’s left behind when you die. The rate is currently 40% and due on anything above the nil-rate band of £325,000, so it’s important you know how it might affect you and your family.

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How to calculate your personal tax allowance over £100,000

In this article, Head of UK Financial Planning, David Goodfellow, explores the two scenarios that can cause you to pay the 60% tax rate and provides our top tips if you are caught by them.

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Wealth succession planning

Thinking about how best to pass on your wealth? If so, our independent wealth planners suggest asking yourself these four important questions.

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.