Financial Advice
Pension consolidation, why, how and when not to
Posted in Financial Planning, Final Salary Pensions (+5 more), on 29.06.22 Read As the workforce transitions between generations, the number of jobs people have across their lifetime changes. A single...How to Save & Invest for Children
Posted in Financial Planning, JISA (+6 more), on 20.06.22 Read Saving and investing for children, can be an important part of a well-rounded financial plan. It is possible to improve your...How to make things easier for your loved ones in the future
Posted in Financial Planning, Financial Advice (+5 more), on 27.05.22 Read Whilst we all go about our day-to-day business, there is an elephant in every single room we enter. We cannot always see it,...Control your spending habits and budget
Posted in Financial Planning, Financial Advice (+4 more), on 30.03.22 Read One of the first questions a financial adviser asks a potential new client is ‘What are your financial goals?’. Whilst...Soaring inflation and Real Assets – a match made in heaven?
Posted in Financial Planning, Fiducia News (+5 more), on 11.04.22 Read We would need to delve back into past times to understand what life with high inflation looks like, because let’s face it, a...The residence nil-rate band explained
Posted in Financial Planning, Residential Nil Rate Band (+8 more), on 17.03.22 Read The Residence Nil-Rate Band (RNRB) is an additional allowance for inheritance tax purposes on deaths occurring after 6 April...Developments in Dedham – January 2022
Posted in Fiducia News, Financial Advice (+1 more), on 04.02.22 Read To improve is to change; to be perfect is to change often – Winston Churchill Firstly, a belated Happy New Year to all, 2022...The Fiducia End of Tax Year ‘Checklist’
Posted in Financial Planning, Annual Allowance (+4 more), on 04.02.22 Read The end of the financial tax year will soon be upon us all (5th April) and time is running out to complete those tax year...Fiducia Re-Starts Schools Initiative Programme
Posted in Fiducia News, Pension Contributions (+2 more), on 30.11.21 Read Not everyone likes to discuss their personal finances, but could this problem be down to the lack of understanding of finance...Personal Protection – what is it and is it worth it?
Posted in Financial Planning, Inheritance Tax (+2 more), on 18.11.21 Read Personal protections or life insurance policies are something most will put off until they really feel they should take it...Susie Laws – Financial Adviser of the Year 2 years running
Posted in Financial Planning, Awards (+2 more), on 12.10.21 Read Fiducia Wealth Management Co-Owner and Chartered Financial Adviser Susie Laws has won the 2021 Professional Adviser Women in...Savings & Investments – What you need, Why & How
Posted in Fiducia News, Financial Advice (+3 more), on 28.06.21 Read Savings and Investing are often are used interchangeably, but there is a difference. What are they? Why are they helpful? And...Guest Editor – Stamp Duty Land Tax: pay less when buying more?
Posted in Fiducia News, Financial Advice (+1 more), on 07.06.21 Read This month’s guest blog post comes from Marc Dorsett, Tax Director at Gepp Solicitors Marc discusses Stamp Duty Land Tax for...How to Save More Money Each Month
Posted in Financial Planning, Financial Advice (+3 more), on 14.06.24 Read Building your wealth takes consistent effort, but regular investing is one of the best things you can do to secure your...How Rising Interest Rates Affect Your Finances
Posted in Financial Planning, Financial Advice (+4 more), on 31.05.24 Read The sharp increase in food and energy prices has made inflation a talking point, and a concern, across the nation. We look at...How to Consolidate Multiple Pensions
Posted in Financial Planning, Financial Advice (+6 more), on 07.06.24 Read Over a career it is common to accumulate multiple pensions with different employers and providers. Multiple pension policies...Common Retirement Planning Mistakes to Avoid
Posted in Financial Planning, Final Salary Pensions (+7 more), on 24.05.24 Read Retirement is not what it used to be. Historically, someone would retire in their sixties and receive a state pension, a...Financial Red Flags in a Relationship
Posted in Financial Planning, Financial Advice (+2 more), on 20.05.24 Read There is little financial “training” around money in the UK. This absence promotes a lack of planning. Poor behaviour...Improving Cash Flow for Small Business Owners
Posted in Corporation Tax, Financial Planning (+7 more), on 10.05.24 Read Maintaining steady cash flow is imperative for any business, but especially small companies with limited financial...Steps to Take When Managing An Estate
Posted in Financial Planning, Financial Advice (+3 more), on 03.05.24 Read Receiving an inheritance can be a life-changing event that provides you with new opportunities. But it also requires some...Inheritance Tax Rules You Should Know
Posted in Financial Planning, Financial Advice (+6 more), on 26.04.24 Read Inheritance tax (IHT) in the UK is a 40% tax on the value of the estate exceeding £325,000 when passed on after...Financial Steps When Going Through Divorce
Posted in Financial Planning, Financial Advice (+5 more), on 19.04.24 Read Divorce can be a very difficult time. This makes it all the more challenging to agree a mutually agreeable financial...The Pros and Cons of Annuities
Posted in Financial Planning, Fiducia News (+6 more), on 05.04.24 Read Annuities allow retirees to receive a guaranteed income for life in exchange for a lump sum payment from your pension fund....Financial Planning for Singles vs Couples
Posted in Financial Planning, Fiducia News (+9 more), on 12.04.24 Read Financial planning looks quite different whether you are managing money as a single person or as a couple. From income and...How Inflation Impacts Your Savings & Investments
Posted in Financial Planning, Financial Advice (+3 more), on 26.03.24 Read High inflation has become a growing concern for both consumers and investors in the UK. It has been a prominent subject in the...Optimal Asset Allocation in your 50’s
Robert Wood, Senior Financial Adviser
Posted in Financial Planning, Residential Nil Rate Band (+13 more), on 07.02.24
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Reaching your fifties can represent a shift in outlook towards investments. The aggressive growth strategies of younger years...
