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Let’s stay up to date
One of the key benefits of our commitment to Kaizen is that we’re always improving and innovating somewhere, so there’s always something new to update you on.
Here you’ll find news about the latest thinking on financial planning, new developments within the team and what’s going on in the wider community.
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What is a “money leak” and how can you prevent them from eroding your wealth?
Find out how a “money leak” can hinder your progress towards your goals and read three simple steps you can take to prevent them affecting your wealth.
These reassuring facts could help you stay calm and make sensible investing decisions during market volatility
When volatility hits, it can be tough to stay calm. These reassuring facts could help you to make sensible investing decisions regardless of market conditions.
3 red flags to watch out for to protect your pension savings from scammers
In the 12 months to August 2024, 7.3 million Brits were targeted by pension scammers. Discover some red flags that could help you protect your savings.
What is “financial doomscrolling” and could it be affecting your wellbeing?
If you’re obsessively monitoring your banking apps, you might be “financial doomscrolling”. Find out how it could affect your wellbeing and how we can help.
3 vital yet easily overlooked instructions you may wish to include in your will
Your will is an important part of your estate plan, but how many of these vital yet easily overlooked instructions have you forgotten to include?
What could a Labour government mean for your tax liability in 2024/25?
The new Labour government will deliver its first Budget on 30 October. Learn how anticipated changes might affect your tax liability in 2024/25 and beyond.
5 important financial considerations you need to think about if you don't plan to retire
Most people create a financial plan to help them to save for retirement, but what if you don’t want to retire? Discover what your plan may need to cover instead.
The top 4 money mistakes people make in their 70s and how to avoid them
Whether young or old, no one is immune to making errors. Read to discover four common money mistakes people make in their 70s, and how you can avoid them.
What is the true cost to your wealth of attempting to time the market?
Attempting to time the market could hamper your progress towards your long-term financial goals. Read to discover the true cost of trying to “buy low and sell high”.
What the 2024 general election could mean for your finances
The UK goes to the polls on 4 July with the economy a key battleground. Here’s what the 2024 general election could mean for your finances.
3 lovely benefits of donating to charity in your will
Discover these three lovely benefits of giving a financial gift to charity in your will and why it can help your family as well as the cause you are supporting.
How could the proposed UK ISA benefit businesses and investors?
The proposed UK ISA was first announced in this year’s Spring Budget, intended to boost investment in UK companies, but how could investors benefit?
How do you know if you need to submit a self-assessment tax return?
A self-assessment tax return can be daunting to complete, but how do you know if you need to file one this year? Discover all the criteria in this article.
How to create strong passwords and protect your digital assets
With cybercrime so rife, it's essential to set strong passwords to protect your digital assets. Here are some useful tips that can help you to stay safe online.
How can you be sure that what you’re investing in is genuine?
You could lose a sizeable portion of your wealth if you fall victim to investment fraud. Here are some red flags to help you realise whether an offer is genuine.
5 great reasons why it’s never too late to start thinking about your retirement plan
It's never too late to start thinking about your retirement plan, regardless of your age. Here are five reasons why, and how a financial planner could help.
Could gifting from income help you to reduce your estate's Inheritance Tax liability?
With this underused tax rule, you could provide regular financial support to your children while simultaneously mitigating a potential Inheritance Tax bill.
3 practical ways contributing to your pension could help boost your overall wealth
Contributing to your pension is a great way to save for retirement, but did you know that it could also help to boost your overall wealth today?