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An expedition of

Investment themes 2019 

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Retirement planning

Our educational hub explores topics across the landscape of wealth management and financial planning.

What to do before April 2019: your essential six point financial planning checklist

Wealth Adviser, Sagar Morjaria outlines what you should be doing now to make sure that you are well prepared for the new tax year starting 6 April 2019.

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Financial planning for a prosperous long-term future

With so many political and economic uncertainties currently affecting all of us, the importance of planning ahead financially has never been more relevant.

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Covering the cost of care homes

End-of-life care costs can see a lifetime’s accumulated wealth whittled away in just a few years. And with 35% of British workers currently believing they will never be able to afford to live in a care home, putting a financial plan in place has never been more important.

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When should I start planning for retirement?

Given our increasingly ageing population, and just 14% of people prioritising saving for retirement, a national pensions crisis seems inevitable.

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Five facts about retirement in the 21st century

Our guest contributor Baroness Ros Altmann, CBE considers the facts about retirement, and explores the notion that the ‘magic age’ has become a thing of the past.

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Pensions at a glance
14 September 2017 in Retirement planning, Wealth planning

It’s never too early to start planning ahead or to review your existing pension arrangements, and it may be time to consider your options.

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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