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  • Passing on wealth

Is a will enough? What you should consider when passing on wealth

A will is an important step, but it may not cover everything when it comes to passing on your wealth as there are other things you may need to consider. From tax and pensions to family conversations, discover what could help you confidently approach planning your legacy.

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  • Passing on wealth

Enjoying life now or planning ahead? Find a way to do both

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  • Passing on wealth

The shift towards earlier planning for passing on wealth

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  • Retirement

Creating a retirement income that lasts a lifetime

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  • Community

Colleagues go the extra mile to raise funds for veterans and their families

Adviser speaking to client on video chat
  • News

MarketWatch for May 2026

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  • Passing on wealth

Passing on wealth: attitudes, awareness and the hidden risks

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  • Passing on wealth

How the 2027 pension tax change could redefine wealth transfer

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  • Financial Planning

Five helpful steps towards care planning

Mother and daughter talking to their adviser
  • Financial Planning

Could your retirement plan handle care costs?

Man and women chatting in the office
  • Financial Planning

One in three Millennials are already saving for care — are you ahead of the curve?

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  • Financial Planning

82% worry they couldn’t afford care. Are you ready?

Two women looking at a tablet
  • Retirement
  • Financial Planning

Planning for care later in life: are you leaving it too late?

Two women hugging sitting on the sofa
  • Financial Planning

The real cost of later life care and how to plan for it

Adviser speaking to client on video chat
  • News

MarketWatch for April 2026

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  • Investing
  • Financial Planning

I can do it myself

Male adviser speaking with a man and women
  • Financial Planning

Cash flow modelling explained

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  • Financial Planning

How to plan your finances effectively for the new tax year

Father reading a book to his children
  • Passing on wealth

Planning for your children or grandchildren this tax year

Adviser smiling as she speaks to clients
  • Financial Planning

How a financial adviser can support you at the start of the tax year by Elaine Porter

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