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Downsizing your home needn’t mean short-changing your heirs

With careful planning, it is possible to scale down the size of property to unlock retirement funds and still leave a lasting legacy for your family.

It’s time in the market – not timing the market – that reaps rewards

When investing, a long-term, diversified strategy usually brings better overall returns than chasing short-term gains.

Time to take interest in your investment options

With today’s low bank interest rates and economic uncertainty, it pays to look beyond cash deposits and review how you hold savings and investments.

Is your financial planning in shape for today?

Brexit uncertainty, low interest rates and tax transparency makes it harder to protect and grow your wealth, but regular financial reviews can help.

Make your money last as long as you do: 5 questions to consider

Help ensure your pensions, savings and investments will provide financial security in retirement by asking 5 key questions.

Should you keep hold of UK investments in Portugal?

Expatriates often keep UK investments like Premium Bonds, ISAs, savings accounts, shares and bonds, but are they suitable for Portugal?

How are your savings protected?

What level of protection do your savings have if a bank or financial institution fails? There are compensation schemes but they have limits.

Six tips for protecting and growing your wealth

At a time of low interest rates, complex taxes and Brexit uncertainty, how can you manage risk and maximise your savings and investments?

Beat uncertainty by taking control of your finances

When it comes to tax, pensions, investments and estate planning, there are things you can control to your benefit, whatever happens around us.

Review your finances for the new year

New year is a good time to check your tax, savings, pension and estate planning are on track to meet your family’s needs in 2018 and beyond.

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