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Recently published research suggests the long-heralded ‘great wealth transfer’ is now firmly underway, which inevitably heightens the need for carefully considered intergenerational financial planning as

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Home Finance – In the news

Equity release trends  According to the Equity Release Council1, total annual lending reached £2.6bn in 2023, compared to a record-breaking £6.2bn in 2022, returning the

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In the news

Find lost money!  Up to £800m of pension and insurance assets and an even higher amount of savings could be lying dormant, according to new

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