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Paid off your mortgage? Time to invest in yourself

At a glance We all recall those life-changing moments. Meeting your life partner for the first time. Taking your newborn baby home or collecting the keys to your first flat. And that…

The price is right: how much could you sell your business for?

At a glance If you’re ready to sell your business, or think you might be looking to exit at some point in the future, you’ll need to ensure you do everything you…

Boosting your pension pot before tax-year end

At a glance Planning your tax-smart retirement Some days you can’t imagine ever retiring. Other days, it can’t come soon enough. But there will be a day when you want to put…

WeekWatch

Stock Take Those hoping inflation figures were now firmly travelling down towards their 2% target were given a rude awakening last week, as UK figures revealed a small increase in December. According…

How to be strategic with your cash savings and make your money work harder

At a glance The high interest rates available to savers at the moment are a small beacon of light. Seeing your savings earn you a little extra income – at a time…

Setting personal goals and making them happen

At a glance How do you imagine your future? Cruising the Norfolk Broads by narrowboat, or relocating to the Bahamas? Maybe you’ve decided that you’d like to start that micro business you…

Making the most of your ISAs before tax year-end

At a glance Time to take stock of your ISAs We’re all used to checking we’ve made the most of all those annual tax allowances as we head into tax year-end. But…

WeekWatch

Stock Take Today marks 15 years since the so-called ‘Miracle on the Hudson’, where pilot Chesley ‘Sully’ Sullenberger successfully emergency landed US Airways Flight 1549 in the Hudson River. A decade and…

How you can beat the 60% tax trap

At a glance Ever heard of anyone paying 60% tax? Chances are not, since, according to HMRC, Income Tax is charged at 0%, 20%, 40% or 45%, depending on how much you…

Do I have to sell my home to pay for care?

At a glance It can seem like ‘tempting fate’ to start planning for social care if you might not need it. But an unexpected change in our health or mental capacity can…

How to shake up your long-term plan as another challenging year approaches

At a glance The dip in headline inflation in late 2023 was encouraging. However, many UK small and medium-sized enterprises (SMEs) still face big challenges, with continuing high price rises and customers…

Your tax year-end jargon buster

At a glance Why does tax seem so complicated and confusing? Seven out of ten people see financial advice as full of jargon and convoluted explanations, making us feel less than confident…

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