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Guide: Everything you need to know about the State Pension
Having a stable income when you retire could give you the independence to enjoy a meaningful and fulfilling life after work. Indeed, a July 2023 survey by Legal & General found that 94% of UK adults said that financial security was their most important retirement dream. Your State Pension, along with other savings and investments, could provide the stability you need to support the retirement lifestyle you want. However, there is a worrying lack of understanding about the S
athertonyork
Oct 281 min read


Guide: 12 practical reasons to write a will and name a Lasting Power of Attorney
Having a will in place means your estate will be dealt with according to your wishes, and there are other important reasons to write a will too. Find out more about making a will, as well as setting up a Lasting Power of Attorney, in this useful guide.
athertonyork
Oct 22 min read


Guide: Revealed: The value of financial planning
Financial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want. Read this insightful guide to discover the key benefits of working with a financial planner, from helping you define your priorities to growing your wealth.
athertonyork
Aug 291 min read


Guide: 7 allowances you might want to use before the end of the 2024/25 tax year
When a new tax year starts, many allowances reset. So, checking if you could use these valuable allowances before 5 April 2025, when the...
athertonyork
Jan 291 min read


Guide: 5 key financial planning steps to consider during a divorce
A relationship breaking down can be incredibly emotionally challenging, and it may have a significant effect on your short- and long-term fi
athertonyork
Dec 31, 20241 min read


Guide: Your retirement choices: How to generate an income in later life
There are several ways you could access your defined contribution pension to create an income in retirement.
athertonyork
Oct 8, 20241 min read


The first-time buyer’s guide to saving a property deposit
Saving a deposit to buy your first home might seem like a daunting task. Download your copy of this practical guide to discover what you nee
athertonyork
Aug 27, 20241 min read


Guide: How to find purpose and get the most out of your retirement
Retirement might be a chapter of your life you’ve been looking forward to for years. Perhaps you’ve been daydreaming about how you’ll...
athertonyork
May 30, 20241 min read


Guide: 7 valuable behaviours for successful investing
How do you grow your wealth when you’re investing? Choosing the “right” investments is just one of the ingredients needed for success....
athertonyork
Apr 23, 20241 min read


10 things you can learn about your financial plan from these ABBA hits
In April 1974, a Swedish foursome took to the stage at the Eurovision Song Contest. Performing eighth on the night, ABBA introduced...
athertonyork
Mar 1, 20241 min read


Everything you need to know about annuities when creating a retirement income
When you retire, you will often have a range of choices available to you about how you access your pension. One such method is an...
athertonyork
Feb 1, 20241 min read


7 allowances you might want to use before the end of the 2023/24 tax year
When a new tax year starts, many allowances reset. So, checking if you could make use of allowances before Friday 5 April 2024, when the...
athertonyork
Jan 5, 20241 min read


10 incredible destinations to add to your bucket list
Seeing more of the world makes up many people’s bucket lists. Whether you want to be left in awe of natural sights, immerse yourself in a...
athertonyork
Nov 28, 20231 min read


The guide to using equity release to unlock property wealth later in life
Your home may be one of the largest assets you have. With property wealth often inaccessible, you may be considering using equity release...
athertonyork
Nov 8, 20231 min read


7 useful questions if you plan to take a flexible income from your pension
When you start to access your pension, how will you take an income? One of your options may be to withdraw a flexible income that suits...
athertonyork
Oct 2, 20231 min read


10 magical life and money lessons you can learn from Disney
The Walt Disney Company is celebrating a huge milestone – its 100th anniversary. On 16 October 1923, brothers Walt and Roy Disney set up...
athertonyork
Sep 12, 20232 min read


Intergenerational wealth planning: Your options when passing on wealth to the next generation
Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth...
athertonyork
Jul 26, 20231 min read


Remortgaging: The essential steps you should take when your mortgage ends
If your mortgage deal is coming to an end or it’s already expired, you should consider remortgaging. This guide reveals the essential...
athertonyork
Jun 29, 20231 min read


Guide: How to manage the harmful effects of inflation on your wealth
For the last year, inflation has been high. If you’re worried about the effects of the rising cost of living, this guide could help you....
athertonyork
Jun 15, 20231 min read


Guide: 10 really fab things the Beatles can teach you about successful financial planning
60 years ago, the Beatles celebrated their first UK number one single – ‘From Me to You’. The Fab Four went on to spend an incredible...
athertonyork
May 15, 20231 min read
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