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Building a financial foundation for the next generation

How can you build and provide a sound financial foundation for your family? We believe there are answers – with the right planning now.

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Where’s the best place to put your money now?

There are three options for most people looking at safeguarding their cash. Use a savings account, buy property, or invest.

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Should you invest for your children?

Investing has the potential to beat inflation and deliver real returns, creating wealth rather than watching it decline over time.

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Why you should use your ISA allowance now

You can invest up to £20,000 in 2022/23 in one ISA or split it across different types, for example a Stocks and Shares ISA and a Cash ISA.

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Don’t get caught by the CGT changes

With more of us turning to investment rather than savings, we may find we become liable for Capital Gains Tax (CGT).

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Spend, save or invest?

We think that spending, saving and investing can work together to improve your financial outlook.

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