Category: Wealth

Wealth Management news articles from TFA Trusted Financial Advice

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

Latest TFA Smart Money Magazine & Guide’s

Latest TFA Smart Money Magazine’s

March 5, 2025 / Equity Release, News, Protection, Sustainable, Wealth

Latest TFA Smart Money Magazine ... Read More

TFA Guide to Investing – Investment Bonds

February 21, 2025 / News, Wealth

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

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

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