Category: Wealth

Wealth Management news articles from TFA Trusted Financial Advice

Owning multiple properties & understanding CGT when selling

November 6, 2023 / Mortgage, News, Wealth

Understanding the impact of Capital Gains Tax when contemplating a sale Understanding the implications of Capital Gains Tax (CGT) is crucial for those fortunate enough to own ... Read More

Long-term care

July 31, 2023 / Family, News, Wealth

Long-term care Face the future with confidence As we get older, many of us will need help looking after ourselves. But what are the options when it comes to paying for ... Read More

Gap in pension benefits between men and women widens

July 17, 2023 / Family, News, Wealth

Making informed decisions For many women, the decision to work part-time often coincides with important career and childcare milestones. While pension contributions may not be the deciding ... Read More

Working beyond State Pension age

July 3, 2023 / News, Wealth

Returning to employment after retiring due to increasing financial pressures The rising cost of living due to inflation means that retired people must have enough savings to survive. This ... Read More

Planning for your long term future

June 19, 2023 / News, Wealth

Think ahead at least two years before you plan to stop working Pensions may not be the most exciting thing to think about, but they are an essential part of ... Read More

How much will you need to retire?

June 5, 2023 / Family, News, Wealth

Report highlights the challenges of reduced income and increased vulnerability As retirement approaches, planning for the future becomes increasingly important. Many retirees who are currently living on ... Read More

Are you ready to retire?

May 22, 2023 / News, Wealth

6 questions to ask yourself for a secure financial future The concept of retiring is an attractive prospect for many people. Having the freedom to enjoy life and pursue hobbies or ... Read More

Taking the time to review & assess your financial health

May 1, 2023 / Equity Release, Mortgage, News, Wealth

Many people are concerned about the rising prices of everyday items. Reflecting on where you spend your money and how you manage it can help build ... Read More

Britons not researching their investments because it’s ‘time consuming’ and ‘complicated’

April 11, 2023 / News, Wealth

Show me the money Britons not researching their investments because it’s ‘time consuming’ and ‘complicated’ A new survey conducted by the Financial Services Compensation Scheme (FSCS) and the ... Read More

Top rated TFA advisers feature in VouchedFor guide

March 28, 2023 / Business, Equity Release, Family, Mortgage, News, Wealth

Once again a number of our independent financial and mortgage advisers feature in VouchedFor’s Top Rated Financial Adviser Guide demonstrating our commitment to providing exemplary service and advice ... Read More

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