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Miscellaneous

Few of us like thinking about our own death, but that’s no excuse to burden loved ones when the time comes…

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Th official channels that can help you get things put right…

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Even on a good middle-class income, it’s not easy to fill your ISA.

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This guide to personal finance for immigrants is by The Learner from Team Monevator. Come back every Monday for another fresh perspective. A new adventure? Relocating for work? I recently moved to the UK, too, from Australia. That meant rebooting my financial life. Moving country is a huge job and so I’ve prepared the following [...]

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Don’t be a victim of investment fraud.

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All of us need financial advice at times, and a lot of good services are free…

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David Sawyer is back to show us how he does Money Dashboard his way…

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The Tory win is great for those of us with wealth, but it does raise question marks about the future and Brexit still looms large…

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The annual allowance for pensions

These finickity pension rules are enough to make even hardened tax accountants sigh into their calculators.

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The FCA now mandates that most people should not transfer their defined benefit pension schemes. Be for you even begin to beg to differ, make sure you understand all the facts.

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Life assurance policies can help you when life events derail your best plans – but only if they’re first set up properly.

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Inheritance tax

What is inheritance tax, and how should it factor into your financial planning?

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Do you need life insurance? How much should you get and what should you cover? Isn’t it all a bit gloomy? Fear not, and read on!

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Income protection insurance can be expensive, but if you get ill or disabled then it can be a lifesaver, says IFA Mark Meldon…

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Our guest IFA author Mark Meldon on what to do with old pension policies.

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In this guest post, Mark Meldon runs through the case for a Family Income Benefit insurance policy.

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