Category: Wealth

Wealth Management news articles from TFA Trusted Financial Advice

Year End Tax Saving Checklist

February 10, 2025 / Business, News, Wealth

Tax Saving Checklist for 2024/25 year-end? Our money is hard-earned and precious, so it is understandable that parting with it in the form of taxes isn’t something anyone looks forward to. ... 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

5 Reasons to open a Stocks & Shares ISA

January 27, 2025 / News, Wealth

Stocks and Shares ISA's Explained Introduction to ISAs What is an ISA? An ISA, or Individual Savings Account, is a tax-free savings scheme in the UK. It allows you ... Read More

Platinum Trusted Service Award 2025 – Full colour – Landscape

Four Years Strong: 2025 Feefo Platinum Trusted Service Award Winner!

January 22, 2025 / News, Wealth

We’re thrilled to share some exciting news with you – we’ve won the Feefo Platinum Trusted Service Award for our customer service for the fourth year in a row!... 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

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

January 6, 2025 / 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

TFA 2020 New Year’s Financial Resolutions

New Year Financial Resolutions

January 2, 2025 / 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

Investing in Stocks & Shares ISA

December 30, 2024 / News, Wealth

What is a Stocks and Shares ISA Investing can often seem complex, particularly with the abundance of acronyms in circulation. Thus, what precisely is a Stocks and ... Read More

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