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How using a trust could save UK families £300 million each year

Back in 2017, more than 35,000 term life insurance policies paid out an average of more than £78,000. Nearly every claim was paid (98%) and tens of thousands of families/beneficiaries were supported following an unexpected bereavement, to the tune of £2.79 billion. However, HM Revenue and Customs figures from the same tax year (2016/17) show

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Switching investments from growth to income

Do you want your investments to grow or deliver an income? Defining the goal of your investment portfolio can help you build a strategy that’s right for you. For many investors, their investment goals start with focusing on growth with a long-term view of aspirations that are some years away. You may have started investing

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How to save for retirement if you’re self-employed

Being self-employed comes with many perks, but it will mean you need to take more responsibility for your income and financial security too. From managing incoming work through to submitting tax returns, there are extra tasks you’ll be faced with. One of them is organising your pension. Most people traditionally employed will now benefit from

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