Category: Family

Family news articles from TFA Trusted Financial Advice

Tax allowances

Tax Health Check to do list

/ 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
March 12, 2025Charlotte Malcolm
Divorce and Untying the knot

Top tips for your finances when you divorce or separate

/ 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
February 7, 2025Charlotte Malcolm
Don’t miss the ISA Deadline

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

/ 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
February 1, 2025Charlotte Malcolm
Transferring ISA’s

Transferring ISAs

/ 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
January 20, 2025Charlotte Malcolm
Junior ISA

Understanding Junior ISA’s

/ 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
January 13, 2025Charlotte Malcolm
Types of Investment

How to Save for Your First Home or Retirement with a Lifetime ISA

/ Family, Mortgage, News, Wealth
Introduction: The Need for Smart Saving Saving money can sometimes feel like trying to juggle while walking a tightrope; a little imbalance and you could fall. But ... Read More
January 6, 2025Charlotte Malcolm
TFA 2020 New Year’s Financial Resolutions

New Year Financial Resolutions

/ Family, Mortgage, News, Wealth
What does wealth look like to you? Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least ... Read More
January 2, 2025Charlotte Malcolm
TFA Smart Money Guide to Making A Will

TFA Top Tips – Making a Will

/ Family, Mortgage, News, Protection, Wealth
Understanding Your Estate Every working individual accumulates assets over their lifetime, forming what’s known as their ‘estate.’ This encompasses a wide range of items, from real estate ... Read More
November 8, 2024Charlotte Malcolm
Private Medical Insurance

Keeping your health on track

/ Family, News, Protection
Private medical insurance In today's fast-paced world, when life throws unforeseen challenges your way, obtaining swift diagnosis and treatment along with genuine assistance and support becomes crucial. Your health and the wellbeing ... Read More
November 7, 2024Charlotte Malcolm
Wealth Matters – Andy Burton

Wealth Matters – What are you gifting your children or grandchildren for Christmas?

/ Family, News, Sustainable, Wealth
If you're looking for an alternative to plastic toys, video games or sweets, a financial gift is one that can provide significant benefits to the children in your life for ... Read More
December 5, 2023Charlotte Malcolm