8
May
2024
Grandparents gardening with their grandchild.

3 useful options you may want to consider when passing on assets to your loved ones

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08 May 2024
There’s more than one way to pass on wealth to your family. Which option is right for you could depend on a range of factors, from whether your loved ones could benefit from support now to the implications of Inheritance Tax (IHT). Read on to find out what you might want to consider when passing on assets using three different methods. 1. Gifting during your lifetime Providing gifts to loved ones during your lifetime is becoming an increasingly popular option. With younger generations often facing financial challenges, a gift now could provide greater security than if they received an inheritance later in life. Being able to support your loved ones when they need it most is a key benefit of...
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8
May
2024
A man teaching his grandson to read a bike.

Will disputes are on the rise. Here are 7 pragmatic steps you could take to minimise conflicts

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08 May 2024
A will is an important way of outlining what you’d like to happen to your assets when you pass away. Yet, figures suggest will disputes are on the rise. If you’re worried about potential conflicts when you pass away, read on to discover some useful steps you might want to take. According to a report in the Guardian, thousands of families have been embroiled in disputes dubbed “ruinously expensive” by solicitors. As well as the potential legal costs, court cases can be emotionally draining and place pressure on your loved ones. In 2021/22, 195 disputes went to court, up from 145 in 2017. While the figure is low, it’s thought to be just the tip of the iceberg as many...
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8
May
2024
A man watering plants.

The value of financial planning: 5 fantastic ways tailored advice may help grow your wealth

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08 May 2024
Financial planning can help you to reach your life goals, and give you and your loved ones security and peace of mind. Over the next few months, you can read our blog to discover exactly why a financial plan that’s tailored to you can add value – and we’ll start with the financial benefits. When you think about seeking financial advice, one of the first advantages that may come to mind is the opportunity to grow your wealth. Making the most of your assets could be essential for reaching your aspirations, from retiring early to passing on a nest egg to the next generation. There are many reasons why working with a financial planner could help increase the value of...
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8
Apr
2024
A family walking in the countryside.

5 practical tips that could help you set realistic financial goals

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08 Apr 2024
Setting goals is part of creating an effective financial plan. They can motivate you, keep you on the right track, and help you define what “success” is for you. As your plan might cover decades, it can be difficult to know if your goals are realistic. Read on to discover five practical tips that could help make your financial objectives achievable. 1. Take steps to build a strong financial foundation One of the challenges of meeting financial goals is that the unexpected can happen and derail even the best-laid plans. You might set out to add an extra £200 each month to your pension so that you can retire early. But an emergency repair to your home or an illness...
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8
Apr
2024
Woman enjoying a glass of wine

5 ancient wellness tips that could improve your life

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08 Apr 2024
In recent years, the focus on personal wellness has been a growing trend. Indeed, data reported by Statista reveals that the forecasted size of the wellness market could reach as much as $8.47 trillion by 2027. While it may seem as though embracing mindfulness and striving to live a healthy life are modern trends, this isn’t the case. In fact, many philosophers and physicians from ancient civilisations had plenty of tips for improving the lives of their patients. Believe it or not, many of these ancient wellness tips are still relevant today – continue reading to discover five of these pieces of advice, and how you could apply them to your day-to-day life. 1. Drink the occasional glass of wine...
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8
Apr
2024
A retired couple hiking.

Retirement planning: Bringing together your goals and finances

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08 Apr 2024
Effective retirement planning often involves weaving together lots of different threads. As you think about your retirement, you might be unsure how to bring everything together, but a bespoke financial plan could put your mind at ease. Over the last few months, you’ve read about the importance of deciding how you’ll retire, why you should set out your goals, and your options for accessing your pension. Now, read on to discover the challenges of bringing together these different strands of retirement planning and why a tailored financial plan could provide a solution. The challenges of retirement planning you could face A common concern among those approaching retirement is whether they have enough money to retire. Even after the milestone, you...
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About Me

I’ve been advising clients for over 30 years.

In this time, I’ve garnered a broad base of knowledge helping clients from various walks of life and helping create financial solutions built specifically for them.

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Mathew Brooks
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