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The start of a new year enables you to reassess and critique your financial plans and goals to ensure that you know where you are and where you should be.

It means you can also put in place new strategies or update existing ones to achieve the outcomes you are expecting. It means you can work towards and meet deadlines and allocate sufficient time to completing these financial objectives.

But most of us want a life full of meaning and adventure without compromising our financial futures, and a little pain now in terms of planning can mean we avoid a whole lot of pain later on.

To read more, download our Guide to New Year Wealth Planning today.

 

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February 21, 2017
Inheriting in the UK

Occasionally, the UK government amends the rules governing Inheritance Tax (IHT). Differing Governments will often take an alternative view in terms of how tax law should be created and applied. It was announced that there are to be further changes … Continue reading

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