Category: Wealth

Wealth Management news articles from TFA Trusted Financial Advice

Financial Resilience

June 16, 2025 / Mortgage, News, Protection, Wealth

Building Financial Resilience: How to Protect Your Family's Future In an ever-changing world, safeguarding your family's future is more important than ever. Achieving true financial resilience means not only protecting against ... Read More

Starting a family

June 11, 2025 / Family, News, Wealth

Starting a family - What steps to take to prepare financially Having a baby is one of the most exciting, life-changing events that you’ll ever experience. But ... Read More

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

Guide to Navigating the New UK Inheritance Tax Rules

Guide to inheritance tax planning & passing on wealth

May 6, 2025 / Equity Release, News, Protection, Sustainable, Wealth

Guide to inheritance tax planning & passing on wealth - May 2025 Welcome to our Guide to Inheritance ... Read More

Do you fall into the 60% tax trap?

May 5, 2025 / News, Wealth

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

April 29, 2025 / News, Wealth

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

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

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