Family and inheritance
Who can help with Inheritance Tax?
Compare the roles of financial advisers, solicitors and accountants.
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Family and inheritance
Do you need a financial adviser for a trust?
How financial advisers and solicitors can play different roles when money or investments are held in trust.
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Retirement and pensions
Do you need a financial adviser for early retirement?
How advice can help test whether early retirement is affordable and coordinate pensions, investments and spending before State Pension age.
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Retirement and pensions
How can a financial adviser help with phased retirement?
Financial planning for reducing work gradually rather than stopping on one fixed retirement date.
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Choosing advice
How often should you meet your financial adviser?
How to judge whether annual, more frequent or ad-hoc financial-adviser reviews make sense for your situation.
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Choosing advice
What is an independent financial adviser?
What an independent financial adviser does, when an IFA can help, what a first meeting involves, and how to check their service and fees.
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Choosing advice
What is a restricted financial adviser?
What restricted financial adviser means in the UK and the questions to ask about the restriction.
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Should you switch financial adviser?
When changing financial adviser may be worth considering and what to check before moving an ongoing advice relationship.
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Financial adviser reviews: what should you trust?
How to use online reviews when choosing a financial adviser without treating star ratings as proof of suitability.
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Choosing advice
Can a financial adviser help with tax planning?
When to use a financial adviser, accountant or tax adviser for pensions, investments, inheritance and business-owner planning, and who handles HMRC.
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Family and inheritance
Do you need a financial adviser for a large cash lump sum?
How to think about financial advice after receiving a large amount of cash from a sale, bonus, compensation, inheritance or other event.
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Family and inheritance
Do you need a financial adviser after selling a property?
What to consider when a property sale leaves you with a large cash balance and you are deciding what to do next.
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