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NS&I to Cut Savings Rates

NS&I to Cut Savings Rates

Low savings rates across the board   State-backed NS&I have been best buys for savings for months as the Government, desperate to bring in cash, tasked it with raising £35bn this tax year, up from the normal £6bn.   However, this has come to an end with...
Transferring family wealth successfully

Transferring family wealth successfully

You may have heard of the old adage from shirtsleeves to shirtsleeves in three generations, but is it really true? Research in America suggests that inherited wealth rarely endures. By the second generation, it found that 70% of family fortunes have the being depleted...
All about equity release

All about equity release

The current generation of retirees has benefited greatly from quite dramatic increases in house prices over the years. And this is great news for retirees in general, but for some people they find that the majority of their wealth is tied up in their property. Now for...
To click or not to click …

To click or not to click …

Should I click? or is it spam? We must ask ourselves this question many times.  We all get emails telling us to ‘click this link’ to read more or to verify our accounts, but how do we know if they are genuine? Our paraplanner, Lesley, shares her experience of email...