Blog | KBA Financial | The Financial Planning Company

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06 Feb 2024

Cracking family events not to miss in the north-west this Easter

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06 Feb 2024

4 fabulous financial planning tips for singles

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22 Jan 2024

Investment market update: December 2023

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22 Jan 2024

Explained: The basics you need to know about Venture Capital Trusts

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22 Jan 2024

The pros and cons of choosing a living legacy over leaving an inheritance

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22 Jan 2024

The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”

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22 Jan 2024

The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?

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22 Jan 2024

Retirement planning: Should you consider a phased retirement?

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15 Jan 2024

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

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15 Jan 2024

Embrace “Walk your Dog Month” and enjoy one of these great north-west walks

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15 Jan 2024

3 top reasons to start working with a financial planner before you exit your business

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19 Dec 2023

5 financial tasks to complete now if you’re planning to retire in 2024

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15 Dec 2023

How a contribution to your child’s pension could boost their financial security

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12 Dec 2023

Cost vs value: What’s the difference when you’re making a financial plan?

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12 Dec 2023

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

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12 Dec 2023

Giving gadget gifts? 5 ways to avoid tears and tantrums on Christmas Day

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12 Dec 2023

The families of 6 in 10 over-75s could face challenges if they lose mental capacity

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12 Dec 2023

Investment market update November 2023

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12 Dec 2023

5 useful gifting allowances that could help you pass on wealth tax-efficiently this Christmas

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12 Dec 2023

2 Autumn Statement announcements you may have missed that could simplify your finances

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15 Nov 2023

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

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15 Nov 2023

A fun selection of festive family events happening in the north-west this Christmas

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15 Nov 2023

5 ways a deed of variation could help you to protect a recent inheritance windfall

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09 Nov 2023

Business owners, don’t take Willy Wonka’s chance approach to succession planning

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09 Nov 2023

Investment market update: October 2023

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09 Nov 2023

Don’t overlook trusts, they could be a useful way to pass on wealth

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09 Nov 2023

4 annuity myths that could mean you’re missing out on security in retirement

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09 Nov 2023

5 practical steps you could take this year if you want to retire in 2024

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09 Nov 2023

2 key reasons why you may want to update your plan during a financial review

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20 Oct 2023

Autumn reading: Discover this year’s Booker Prize shortlist

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20 Oct 2023

Investment market update: September 2023

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20 Oct 2023

3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax

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20 Oct 2023

Why a “Frankenstein” approach to financial planning isn’t frightful

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20 Oct 2023

Financial security is the most important retirement goal for 9 in 10 Brits

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20 Oct 2023

3 valuable reasons your financial reviews are important

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17 Oct 2023

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

News

17 Oct 2023

5 cracking firework displays worth seeing in the north-west

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17 Oct 2023

How an annuity could help to guarantee your income in retirement

News

20 Sep 2023

Investment market update: August 2023

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20 Sep 2023

7 excellent reasons to make a Lasting Power of Attorney now

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20 Sep 2023

2 excellent ways you could boost your State Pension

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20 Sep 2023

8.5 million over-65s are paying Income Tax. Do you need to consider your tax liability?

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20 Sep 2023

Should you take your pension tax-free lump sum to kickstart retirement?

News

20 Sep 2023

Investing 101: 4 useful questions to answer when reviewing your portfolio

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13 Sep 2023

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

News

13 Sep 2023

10 great days out for all the family this October half-term

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13 Sep 2023

5 top estate planning tips you could use to help mitigate Inheritance Tax

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21 Aug 2023

Investment market update: July 2023

News

21 Aug 2023

What could the UK learn from the happiest countries in the world?

News

21 Aug 2023

Latest news

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

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

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