Category: Wealth

Wealth Management news articles from TFA Trusted Financial Advice

What is the State Pension Triple Lock?

January 10, 2023 / Family, News, Wealth

If you’re currently receiving or have been looking into the State Pension, then you’ve probably heard of the ‘triple lock’. But what is it? The triple lock was introduced in 2010. ... Read More

2022-23 Tax Health Check to do list

January 3, 2023 / Family, News, Wealth

With the current tax year having begun on 6 April 2022, the clock is ticking and it is important to utilise all the tax reliefs and allowances available to you ... Read More

TFA Trusted Financial Advice makes the FT Adviser top 100 advisers list 2022

December 30, 2022 / Business, Equity Release, Mortgage, News, Protection, Sustainable, Wealth

"A decent indication of a firm trying to do the right thing by its customers" We are incredibly proud to feature in the latest FTAdviser Top 100 Financial Advisers list ... Read More

A healthier approach to retirement wealth

November 7, 2022 / News, Sustainable, Wealth

A healthier approach to retirement wealth Pension schemes have a critical role to play in the transition to a net zero economy Pension schemes have a critical role to play in the ... Read More

Retirement savings leap

November 3, 2022 / Family, News, Wealth

Are you saving enough for retirement? One in six over-55s have no pension savings yet Despite the fact that the government has been trying to encourage people to ... Read More

Finding the money for looking after us if we need care in old age

November 2, 2022 / Equity Release, Family, News, Wealth

Later-life and financial wellbeing More than one-million over-60’s are rethinking later life plans With people living longer lives and retirement now lasting up to several decades, the reality ... Read More

Generous Grandparents

November 1, 2022 / Equity Release, Family, Mortgage, News, Wealth

Generous Grandparents - The bank of grandma and grandad Older generation using the wealth held in their property to help younger generations It’s no secret that many younger ... Read More

Don’t let Halloween haunt your finances!

October 28, 2022 / Family, Mortgage, News, Wealth

Don’t let Halloween spook your finances!With Halloween just around the corner, it’s time to get ready for the scary movies, the ghoulish visions at ... Read More

Impact investing without sacrificing returns or profits

October 26, 2022 / News, Sustainable, Wealth

Positive outcomes For those looking to make the world a better place, but not wanting to sacrifice returns or profits, impact investing aims to support a positive ... Read More

Why is patience good for your investments?

October 22, 2022 / Business, Family, News, Wealth

Cultivating the art of patience Sticking with a long-term commitment to your investments If you want to give your investments the best chance of earning a return, then ... Read More

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