Posts by Sarah Hogan
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
3 valuable reasons your financial reviews are important
KBA company news – here’s your latest update from the KBA team
5 cracking firework displays worth seeing in the north-west
How an annuity could help to guarantee your income in retirement
Investment market update: August 2023
7 excellent reasons to make a Lasting Power of Attorney now
2 excellent ways you could boost your State Pension
8.5 million over-65s are paying Income Tax. Do you need to consider your tax liability?
Should you take your pension tax-free lump sum to kickstart retirement?
Investing 101: 4 useful questions to answer when reviewing your portfolio
KBA company news – here’s your latest update from the KBA team
10 great days out for all the family this October half-term
5 top estate planning tips you could use to help mitigate Inheritance Tax
Investment market update: July 2023
What could the UK learn from the happiest countries in the world?
10 incredible novels that are perfect for escaping reality
This 1 surprising trick used by Ernest Hemingway could improve your productivity
Getting married? Here’s why you should review your will and wishes
Care home fees have increased by 10%. Are they part of your long-term plan?
KBA company news – here’s your latest update from the KBA team
5 healthy, science-backed diet tips that could help you live longer
Practical steps you can take to help protect your family legacy
Investment market update: June 2023
5 fascinating UK destinations steeped in history to visit this summer
Longevity expert says improving your wellbeing could boost your “healthspan”
