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How to talk about inheritance with your family

Death and inheritance are difficult topics to talk about, but it’s important to make sure these crucial conversations are had.

Weekly Spotlight: Tips for your tax return

31 January is the deadline for everyone who uses Self-Assessment to file a tax return. Make sure you don’t pay more tax than you have to.

Utilising your ISA allowance before the deadline

ISAs are a great way to accumulate tax-free savings. With the deadline just a few months away, have you made use of your ISA allowance?

Weekly Spotlight: Five dates for this year's diary

Make sure to note these key dates in your calendar to help you be prepared and put yourself in a stronger financial position in 2021.

What are your protection needs?

Everyone's protection needs are unique, and considering what protection you and your family might need is a key part of financial planning.

Weekly Spotlight : Five financial resolutions to make for 2021

Looking ahead to the new year, here are some sensible financial resolutions you might want to consider.

Economic commentary: What does 2021 have in store?

Our chief economist Colin Warren looks at some key areas that might affect markets in the coming year.

Donating tax-efficiently this Christmas

If you’re considering donating to charity this Christmas, make sure you understand the tax rules involved, so that your donation has the biggest possible impact.

Weekly Spotlight: What rising house prices mean for your investments

UK property prices rose £15,000 on average between June and November. But by leaving all your money in property you can miss out on other ways to make the most of your wealth.

Weekly Spotlight: Cutting your tax bill

Income tax receipts rose to £193 billion for the 2019-20 tax year. With the UK paying increasing amounts of the tax, how can you avoid paying it unnecessarily?

Annuity vs drawdown

Annuity and drawdown are the two main options for drawing an income from your pension pot once you retire. We look at the pros and cons of both.

Weekly Spotlight: Inflation on the rise

This week, we explore what’s currently happening with inflation and what the implications of this are for the economy and your personal finances.

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