Posts by Sarah Hogan

5 ways to avoid being caught out by Inheritance Tax

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Investment market update: July 2024

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3 fundamental questions to answer if you’re investing for children

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Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy

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Business owners: Discover the helpful benefits of offering a salary sacrifice scheme

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4 unpredictable life events that could mean you’d benefit from a financial review

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Inheritance Tax: The basics you need to know about the “death tax”

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KBA company news – here’s your latest update from the KBA team

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Bring the screen to life: 5 fantastic film and TV tours in the UK

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Have you protected your life insurance policy from Inheritance Tax?

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Investment market update: June 2024

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78% of retirees could be missing out on investment returns by accessing their pension early

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The fantastic benefits of basing your financial plan on happiness

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How “time travelling” as part of your financial plan could help you secure your goals

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The value of financial planning: How it could help you achieve your aspirations

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The surprising effect your childhood has on your money mindset

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KBA company news – here’s your latest update from the KBA team

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Luxury glamping climbs high: 5 best treehouse stays for your next UK escape

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3 surprising investment lessons you could learn from Clarkson’s Farm

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Investment market update: May 2024

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5 breathtaking coastal walks you can take this summer in the UK

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Explained: When do you need to declare the interest earned on savings?

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How a financial plan could alleviate your inflation worries

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5 effective tips that could help you cut impulsive financial decisions

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The value of financial planning: The intangible benefits that could boost your wellbeing

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Could downsizing help you boost your retirement pot?

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KBA company news – here’s your latest update from the KBA team

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5 perfect north-west picnic spots to visit this summer

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Investment market update: April 2024

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How “slow productivity” could boost efficiency

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

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3 practical reasons to check your State Pension forecast before you retire

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4 compelling reasons you might want to consolidate your pension

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

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KBA company news – here’s your latest update from the KBA team

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Healthy habits that could reduce your risk of having a stroke

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5 simple and beneficial steps to help boost your financial wellbeing

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Guide: 7 valuable behaviours for successful investing

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3 valuable ways business owners could extract profits

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Could you face an unexpected bill now the Capital Gains Tax allowance has halved?

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The announcement of the new UK ISA marks 25 years of tax-efficient savings

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More retirees may need to consider tax liability as State Pension nears the Personal Allowance

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What you need to know about taking your pension tax-free lump sum in 2024/25

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Retirement planning: Bringing together your goals and finances

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KBA company news – here’s your latest update from the KBA team

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Simple and practical tips to help you manage and reduce brain fog

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5 ISA changes and how they might affect you and your financial plan

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More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25

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Here’s what you need to know about the “Magnificent Seven” stocks that are driving the market

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Investment market update: February 2024

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