Posts by Sarah Hogan
7 historic houses to visit during Easter
Have you overlooked speaking to your beneficiaries as part of your estate plan?
Retirement planning: The 3 main ways you could access your pension
All the winners and losers from the 2024 Spring Budget
Your Spring Budget update – the key news from the chancellor’s statement
KBA company news – here’s your latest update from the KBA team
Excellent children’s books with important underlying money lessons
3 simple but effective ways to boost your pension pot before the end of the tax year
Investment market update: January 2024
Working habits from around the world that could transform your work-life balance
A Lasting Power of Attorney could offer protection at every life stage
How to protect financial gifts to your children from relationship breakdowns
5 handy tips that could help couples create an effective financial plan
4 excellent reasons you may want to boost your ISA now
KBA company news – here’s your latest update from the KBA team
Cracking family events not to miss in the north-west this Easter
4 fabulous financial planning tips for singles
Investment market update: December 2023
Explained: The basics you need to know about Venture Capital Trusts
The pros and cons of choosing a living legacy over leaving an inheritance
The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”
The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?
Retirement planning: Should you consider a phased retirement?
KBA company news – here’s your latest update from the KBA team
Embrace “Walk your Dog Month” and enjoy one of these great north-west walks
3 top reasons to start working with a financial planner before you exit your business
5 financial tasks to complete now if you’re planning to retire in 2024
How a contribution to your child’s pension could boost their financial security
Cost vs value: What’s the difference when you’re making a financial plan?
KBA company news – here’s your latest update from the KBA team
Giving gadget gifts? 5 ways to avoid tears and tantrums on Christmas Day
The families of 6 in 10 over-75s could face challenges if they lose mental capacity
Investment market update November 2023
5 useful gifting allowances that could help you pass on wealth tax-efficiently this Christmas
2 Autumn Statement announcements you may have missed that could simplify your finances
KBA company news – here’s your latest update from the KBA team
A fun selection of festive family events happening in the north-west this Christmas
5 ways a deed of variation could help you to protect a recent inheritance windfall
Business owners, don’t take Willy Wonka’s chance approach to succession planning
Investment market update: October 2023
Don’t overlook trusts, they could be a useful way to pass on wealth
4 annuity myths that could mean you’re missing out on security in retirement
5 practical steps you could take this year if you want to retire in 2024
2 key reasons why you may want to update your plan during a financial review
Autumn reading: Discover this year’s Booker Prize shortlist
Investment market update: September 2023
3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax
Why a “Frankenstein” approach to financial planning isn’t frightful
Financial security is the most important retirement goal for 9 in 10 Brits
