Tag: Protection

2020/2021 Year-End Tax Planning

Tax never requires a one-size-fits-all approach. Each taxpayer and each year will be different. And with the end of the current 2020/21 tax year approaching on Monday 5 April 2021, now is the time to carry out a tax health check and implement any planning opportunities.

/ 2nd March 2021

Your Financial Action Plan

In these uncertain times, it can help to focus on the things you can control. And working out what your money’s doing for you now and where it might come from in the future can give you real peace of mind.

/ 16th February 2021

Why Seek Professional Financial Advice

Everyone has different goals in life. But whatever your goals, receiving advice can help bring you closer to achieving them. When it comes to managing your money, trying to build wealth, securing your future and drawing up an effective plan for fulfilling your financial objectives, professional financial advice is essential.

/ 26th January 2021

Making a Will During COVID19

As coronavirus (COVID-19) leaves many of us working from home surrounded by our families and loved ones, it is inevitable that we start to think about how well we are prepared for our futures. Wills and estate planning more broadly is a sensitive subject for households across the UK, and is often thought of as a bit of a taboo subject. However, the global pandemic has focused minds and given us space to think.

/ 19th January 2021

Guide to Securing your Financial Future

We can’t foresee what is waiting around the corner, but we can ensure that we’re financially prepared to protect what are the most important things in life should the worst happen. This means protecting what matters most, whether it’s our family, our income, our mortgage or our health, should the unexpected happen.

/ 11th August 2020

Income Protection Insurance

There is a growing unease about the economic fallout of coronavirus (COVID-19), with many businesses laying off contractors and putting staff on extended leave, as well as natural worries about contacting the disease. What this crisis has shown is that being unable to work can quickly turn our world upside down. No one likes to think that something bad will happen to them, but if you can’t work due to a serious illness, how would you manage financially?

/ 2nd June 2020

Life is Full of Uncertainties.

Everyone should consider protection, even those who don’t have a family or a mortgage! Unless they have substantial savings or inherited wealth, most people rely on their salary to pay for everything. Over the years, you may have taken out a number of different insurance policies to give you and your family financial security. Perhaps this may have been when you started a family, took out a mortgage or became self-employed...

/ 1st March 2020

Protecting What Matters

If something should happen to you, the last thing you want is for you or your family to be worrying about money. One of the most important aspects of your financial planning strategy should be to ensure that you’ve made provisions for your family and any dependants in the event of a serious illness, injury, bening unable to work or an untimely death...

/ 5th August 2019

Financial Protection

We all intend that our plans will come good. But making sure that you and your family can cope if you fall ill or die prematurely is something we can too easily put to one side. In particular, a recent study identified that financial protection is something that millions of fathers in the UK, and their families, could benefit from...

/ 26th October 2018

Is inflation back? Don’t panic.

Is inflation back? After two years when consumer prices in the UK barely rose, the annual rate of inflation has risen above the Bank of England’s (BoE) target of 2% in 2017. The combination of high inflation and limited wage growth – as well as uncertainty about the terms on which Britain will leave the European union in 2019...

/ 26th June 2018

Financial Resilience

Over three million working couples are classed as ‘double income, no option’ (dinos), which means they are potentially financially vulnerable if one of the two loses their earnings...

/ 30th April 2018

Guide to Protection: Protecting, preserving and ultimately, distributing your wealth.

No matter what the current economic environment, adhering to a few sound and well-practiced strategies will help you to prepare for the future. While your individual situation will always have its unique qualities, our guide provides suggestions to consider as you review your family’s long-term protection plans...

/ 21st November 2017