FREE Resources From Expert Wealth

8 Reasons To Use A Financial Planner

Many people think that financial advice is only required by the very rich. However, everyone can benefit from it. Not only can it help you protect and build your assets, it can assist you in making the most of your investments and in securing your and your family’s long-term future.

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Your Guide To Tax

Rates, dates and information. Everything you need to know about Tax.

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Guide To Long Term Care

Increasing life expectancy ought to be a cause for celebration but, unfortunately, while many people are living longer, they are not necessarily doing so in good health. Discover your options in this handy free guide.

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Planning For Retirement

Pensions still represent one of the most tax-efficient ways for most people to save for retirement. The aim of this guide is to help you understand the available options.

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Guide To Investment Diversification

With a little groundwork, a balanced, well-diversified portfolio ought to be able to weather the short-term storms of stock and property market fluctuations.

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Guide To Annuities

It takes many years of planning, saving and sacrifice to build up a significant pension – and, after all those years, you want to be sure you are making the most of it.

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Guide To Inheritance Tax

With a threshold of £325,000 (£650,000 for married couples and civil partners) that will remain frozen until 2021, and the price of houses still relatively high, more and more people could find themselves caught in the net.

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The 10 Rules Of Successful Investment

Successful long-term investment is not about buying low and selling high – although that is always a good principle to bear in mind.

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Jonathan - I would like to say how much TB and I appreciated the time we spent with you yesterday. It was helpful, constructive and informative. You have a very real talent to summarise and deliver complex messages in a meaningful empathetic way. We very much look forward to taking the next steps. MB & TB (Oxfordshire)
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