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by Alexander Beard, on Mar 12, 2019 6:03:44 AM

You may have a defined benefit pension and be aware of pension transfers but not have heard of partial transfers. A partial transfer is a pension option that allows you …

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by Alexander Beard, on Mar 11, 2019 8:42:07 AM

There’s no reason why being a parent, and particularly being a non-earning parent with commitments to their children, should put you at risk of decreasing your state pension entitlement. Currently, …

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by Alexander Beard, on Mar 4, 2019 6:10:25 AM

With cryptocurrencies being a relatively new phenomenon, it’s understandable that those who are yet to learn the ins and outs might approach them with a sense of scepticism. After all, …

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by Alexander Beard, on Mar 4, 2019 6:08:46 AM

Since the release of the film Mary Poppins Returns in December, it’s taken over $250m, making it a financial success. The story of the film itself however seems to recommend …

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Topics:Financial Planning

by Alexander Beard, on Feb 25, 2019 5:44:42 AM

It’s easy to push saving for your retirement to the back of your mind. Future events have a habit of feeling very distant, until they arrive. It can be a …

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Topics:Financial PlanningRetirementSavings

by Alexander Beard, on Feb 25, 2019 5:43:26 AM

New data reveals that thousands of widows are missing out on valuable tax breaks on money inherited from their late husbands or wives. In 2015, the government introduced a new …

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by Alexander Beard, on Feb 18, 2019 4:24:11 AM

With help-to-buy ISAs being phased out on 30th November 2019, many people are considering transferring their funds into a Lifetime ISA. You’ll still be able to access existing help-to-buy accounts …

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by Alexander Beard, on Feb 18, 2019 4:22:42 AM

For those who want to stay safe from the efforts of pension scammers, help is out there. It’s just as well because such help is in high demand. Between August …

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by Alexander Beard, on Feb 11, 2019 5:07:19 AM

Innovative Finance ISAs (IFISA) are a little-known type of ISA that can see great returns. Here’s a summary of what they are and how they use P2P lending to secure …

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Topics:Financial PlanningISASavings

by Alexander Beard, on Feb 11, 2019 5:05:28 AM

Mifid II came into effect over a year ago on 3 January 2018. It’s an acronym for Markets in Financial Instruments Directive 2 and, at over 30,000 pages, it’s far …

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Topics:Financial PlanningInvestmentsMarket Commentary

by Alexander Beard, on Feb 6, 2019 5:33:42 AM

Valentine’s Day is a staple in the romantic calendar and this year is no different. It’s a great excuse to show your loved ones what they mean to you and …

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Topics:Financial PlanningTips

by Alexander Beard, on Feb 6, 2019 5:32:07 AM

We’ll be the first to admit that your personal finances aren’t the easiest thing to fall in love with. It can be easy to bury your head in the sand …

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Topics:Financial PlanningRetirementSavingsTips