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Five financial tasks to tackle right now

With most of us spending more time at home, this could be the perfect time to look into your finances. Here are five tasks you can tackle right now.

Women and investing – now’s the time to start

We look at why women investing is important, what to consider as a woman getting into investing and why now’s the best time to start.

Time to make a will

It’s estimated that more than half of British adults have not made a will, yet it’s an essential part of financial planning. We look at the reasons why you should consider this now.

Now’s the time to be properly protected

Recent events have highlighted the importance of protecting your household income. We look at the options available.

Five investment mistakes we make in market downturns

In times of volatility, we look at five of the classic mistakes that could affect your investments in the long term and how to counter them.

Has coronavirus derailed your retirement plans?

We look at a five-point plan to get your finances back on track and how expert help can make it possible.

The Annual Budget 2020

Rishi Sunak, delivered his inaugural Budget to parliament on 11 March 2020, amid the backdrop of a growing threat to the economy from the global outbreak of coronavirus (COVID-19).

Has coronavirus unbalanced your investments?

We look at why regaining equilibrium in changing markets is key and how a financial adviser can help you take steps to redress the balance.

Time to give your pension pot a boost?

We look at the advantages of the ‘carry forward’ rules for unused annual allowances from previous tax years. This can be very useful if you’re a high earner and affected by the tapered annual allowance.

Value of Advice

A recent study calculated that those who took financial advice were £47,000 better off over a decade than their non-advised peers. We look at the difference financial advice can make.

Could you reduce your tax bill this tax year-end?

With the 2019/20 tax year-end fast approaching, now is a good time to review your tax position. We look at allowances, reliefs and possible ‘hidden’ taxes.

Get your finances in order with the ‘PIMPSI' rule

Joe Swanson, an independent adviser at AFH Wealth Management, looks at what you need to be thinking about when it comes to creating your financial plan.

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