Wealth Management news articles from TFA Trusted Financial Advice
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
Trusted Financial Advice
Category: 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
Guide to inheritance tax planning & passing on wealth - March 2023
Welcome to our Guide to Inheritance ... Read More
Making additional pension contributions could mean lowering your effective tax rate
For many earners in England, Wales or Northern Ireland, the highest Income Tax rate is 45%. However, while 45% is ... Read More
The Pension Fact File 2025/26 - Tax Relief & Pension AllowancesLifetime Allowance
The lifetime allowance was abolished on 5th April 2024 and was replaced ... Read More
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
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
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
Latest TFA Smart Money Magazine
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Investment bonds may appear complex; however, they can serve as highly valuable financial instruments. If you have contemplated where to allocate a substantial sum of money ... Read More
