Category: Wealth

Wealth Management news articles from TFA Trusted Financial Advice

Long forgotten plans….

September 12, 2022 / News, Wealth

Managing your pension savings effectively and efficiently from a single pot If you’ve worked for two or three different employers, it’s possible you could have a workplace ... Read More

Deciding what to do with your pension savings

September 5, 2022 / Family, News, Wealth

Cash may not be king Deciding whether to withdraw cash from your pension pot Choosing what to do with your pension is a big ... Read More

Wealth vs health

September 1, 2022 / News, Wealth

More than half ignore medical advice and work despite poor health due to financial worriesWhen you are off work due to an illness or ... Read More

How to reduce Inheritance Tax by leaving a gift

August 31, 2022 / Family, News, Wealth

Planning for your wealth preservation and the eventual transfer of that wealth - IHT planning When you’ve worked hard and invested carefully to build your wealth, you ... Read More

Midlifers set to be impacted twice by the cost of living crisis

August 24, 2022 / Family, News, Wealth

Financial planning essential to help balance priorities during cost of living crisis As the cost of living crisis continues to rise, midlifers are set to be impacted ... Read More

Recession Proof your finances

August 17, 2022 / Family, News, Wealth

10 practical steps to ensure your money is working hard for you In these uncertain times, it’s more important than ever to make sure your finances are ... Read More

Cities start to attract property buyers again

August 15, 2022 / Family, Mortgage, News, Wealth

Buyer preferences change back to cities The COVID-19 pandemic redefined the role of the home and placed new emphasis on its importance, and people looked for more room in order to ... Read More

Pension poverty after divorce

August 3, 2022 / Family, News, Wealth

Marriage Breakdown - Ensuring an equal division of all the assets within the matrimonial pot The breakdown of a marriage is often referred to one of the ... Read More

Starting a family

July 27, 2022 / 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

Inflation eating your savings?

July 13, 2022 / News, Wealth

Tax efficiency - How to benefit from tax reliefs in the current financial year As your income increases, the complexity of your finances may too. Tax-efficiency is a key consideration when ... Read More

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