Category: Family

Family news articles from TFA Trusted Financial Advice

Apps that help track spending

June 4, 2025 / Family, Mortgage, News, Wealth

Looking for ways to reduce household expenses? Apps that help track spending, stick to budgets, and even save money effortlessly Managing household finances can sometimes feel overwhelming, especially with rising living costs. ... Read More

Financial Roadmap

May 22, 2025 / Family, News, Wealth

Financial road map How to devise a robust plan for wealth accumulation and protection Understanding your financial situation is crucial to achieving both ... Read More

“Grey divorce”

May 12, 2025 / Equity Release, Family, News, Wealth

Understanding the financial impacts of divorce over 50 Divorce later in life can be a complex and emotionally taxing process, particularly for couples over the age ... Read More

It’s good to talk

April 22, 2025 / Family, Mortgage, News, Wealth

How to approach financial conversations with older family members Discussing finances is not always easy, particularly with older family members. Nevertheless, these conversations are essential for alleviating stress and ensuring everyone’s ... Read More

Identity Theft – Protecting yourself

March 30, 2025 / Business, Family, Mortgage, News, Sustainable, Wealth

Common ways fraudsters can steal your personal information Identity Theft and how to protect ourselves. As individuals, throughout our lifetime we exchange personal information with a vast number of institutions ... Read More

Tax Health Check to do list

March 12, 2025 / Family, News, Wealth

Maximising the end of the UK tax year 2024/25 Time is running out to fully capitalise on tax-saving opportunities The UK tax year is a well-structured framework governing tax assessment and collection. ... Read More

Top tips for your finances when you divorce or separate

February 7, 2025 / Family, Mortgage, News, Protection, Wealth

A daunting part of a separation or divorce for most couples is sorting out the finances. We've listed our top tips for what you need to ... Read More

Don’t Miss Out: Remember to Use Up Your 2024/25 ISA Allowance

February 1, 2025 / Family, News, Wealth

Overview of ISA Allowances What is an ISA? Let’s start with the basics. An Individual Savings Account (ISA) is a tax-efficient way to save or invest money. You don’t pay tax on ... Read More

Transferring ISAs

January 20, 2025 / Family, News, Wealth

Time to Bring Your Investments Together? Transferring ISA's If you've been saving for a while, chances are you’ve accumulated several Individual Savings Accounts (ISAs). These accounts are ... Read More

Understanding Junior ISA’s

January 13, 2025 / Family, News, Wealth

Building Wealth for a Solid Financial Future As a parent, guardian, or grandparent, your heart likely swells with the desire to provide the best life possible for ... Read More

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