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Keeping you up to date

In this blog, we’ll discuss the current COVID-19 outbreak, the effect it has had on the UK economy and offer some much-needed advice on how to limit potential impacts on your financial planning, tax planning and pension pot.

Preparing your money for your kids is important, but have you considered whether your kids are ready for your money?

Pensions in general are rarely seen as exciting or ‘sexy’ investments. For the younger generation, retirement is too far off to be seen as anything other than a distant landmark. Particularly in today’s culture of instant gratification, why should setting up a policy for your grandchildren be considered when they, of course, want everything now?

Child Trust Funds are a great way to help save for your children's future in a tax efficient way. What's more, you might already have one without realising! Financial Planner Ben Roger explains more.