Category: Wealth

Wealth Management news articles from TFA Trusted Financial Advice

Five ways to maximise tax year-end planning opportunities 2025:26

Year End Tax Saving Checklist

November 10, 2025 / Business, News, Wealth

Five ways to maximise tax year-end planning opportunities 2025/26 Smart financial moves to consider before the tax year ends on 5 April 2026 As the 2025/26 tax year-end approaches on 5 April ... Read More

Planning for Private School Fees

November 7, 2025 / Family, News, Wealth

VAT on private school fees: the increasing cost of education How new tax rules are reshaping family finances and long-term planning From 1 January 2025, private schools across ... Read More

Latest TFA Smart Money Magazine & Guide’s

Latest TFA Smart Money Magazine’s

November 1, 2025 / Equity Release, News, Protection, Sustainable, Wealth

Latest TFA Smart Money Magazine ... Read More

Wealth vs health

July 14, 2025 / Business, Family, News, Protection, Wealth

Presenteeism: The Impact of Financial Concerns on Health Decisions Financial worries continue to force many people into difficult decisions about their health and wellbeing. Recent surveys highlight that a significant number ... Read More

Lost pensions – finding old pensions

June 30, 2025 / News, Wealth

Lost Pensions: How to Find and Trace Your Lost Pension Pots The issue of lost pensions in the UK is becoming more severe as people change jobs more often. According to ... Read More

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

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