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From monthly archives: July 2025

We are pleased to present below all posts archived in 'July 2025'. If you still can't find what you are looking for, try using the search box.

Expert Tips for Building a Successful Investment Portfolio

For those investing in the UK—whether beginners or seasoned individuals refining their approach—the key lies in constructing a portfolio that reflects both your current needs and future aspirations. But success doesn’t come from simply choosing the right assets. It comes from having a comprehensive strategy.

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Investment Mistakes Every Investor Should Avoid

For those investing in the UK, it’s not unusual to feel a pressure to act quickly. Whether prompted by media hype, a friend’s tip, or fear of missing out, many individuals jump into investing without the clarity, structure, or planning needed to protect their capital.

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Safeguard Your Business with Key Man Insurance and Business Protection

Products like key man insurance and business protection insurance are designed to address these very scenarios, providing structured, tax-efficient solutions that preserve business continuity and protect long-term value. But without the right planning, even the best policies can fall short of their purpose.

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Whole of Life Policy in Trust as a Tool for Inheritance Tax Planning

What makes whole of life cover so powerful is that it creates a known solution to an unknown problem. While none of us can predict when we’ll pass away, many of us can forecast the financial consequences that will follow. 

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Note: This page is for information purposes only and should not be considered as financial advice. Always consult an Independent Financial Adviser for personalised financial advice tailored to your individual circumstances.