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6 tax allowances to use before 5 April 2021 to boost your finances

The current 2020/21 tax year will end on 5 April 2021. As a new year starts, many allowances reset. For some, it will be your last opportunity to use them. Using these six allowances before the deadline can help you get the most out of your money. 1. ISA allowance ISAs are a popular way […]

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Investment market update: December 2020

2020 was a year marked by volatility and uncertainty. With everything that was going on, you might think that investors finished the year with losses. Yet, world markets ended the year almost 13% up. It’s a reminder that while short-term volatility does happen, focusing on the long-term and your plans is important. The Covid-19 pandemic […]

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5 tips for ‘switching off’ when you’re working from home

Thousands of people have welcomed the shift in working from home. It’s helped us stay safe during the pandemic, as well as saving money and providing more free time. However, one of the negative effects is that the lines between work and personal life have become blurred. Many employees are struggling with an ‘always on’ […]

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£1.9 billion gifted to younger generations during the pandemic

The pandemic and restrictions have meant many families are struggling financially or feel insecure. Research suggests that younger generations have been turning to parents and grandparents for a helping hand. However, some older family members haven’t fully considered the long-term impact that providing support could have on their own plans. £1.9 billion gifted during the […]

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How the inflation measure switch could affect your pension

From 2030, the government will stop using the retail price index (RPI) measure of inflation, instead, it will use the consumer prices index (CPI) measure. While this switch might not seem impactful, it could affect your pension income and other personal finance areas. The switch has been on the cards for a while, but Chancellor […]

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Inheritance Tax and gifting guide

If your estate could be liable for Inheritance Tax (IHT), gifting is one solution for passing on wealth while reducing the bill that could be appropriate for you. Our latest guide explains the basics of IHT and what you need to consider if you want to make gifting part of your long-term financial plan. The […]

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