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Financial planning basics: the importance of budgeting and saving

Financial planning basics: the importance of budgeting and saving

Budgeting is at the foundation of successful financial planning - whether you earn $1,000, $10,000 or $100,000 (!) a month. Verena Malherbe explains why it's important to track and predict your income and expenditure.

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Verena Malherbe

Verena Malherbe

Posted on June 06, 2019 in Savings.

Eight bad financial habits you should avoid

Eight bad financial habits you should avoid

Carl Turner lists eight signs that indicate that you probably aren’t in a healthy place with regard to your finances. If you can relate to any of these points, it’s definitely time to rethink your habits and adopt a more positive approach to long term financial planning. Read on to learn how.

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Carl Turner

Carl Turner

Posted on May 15, 2019 in Financial Planning.

Financial planning basics: Inflation (and how it could be stealing your savings)

Financial planning basics: Inflation (and how it could be stealing your savings)

Inflation isn't called "the silent thief" for nothing. But most people don't realise how it can affect their finances on a personal level. Verena Malherbe explains exactly how inflation can negatively impact your savings - and how to prevent it.

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Verena Malherbe

Verena Malherbe

Posted on April 25, 2019 in Savings.

British expats - are you aware of UK domicile rules?

British expats - are you aware of UK domicile rules?

Residency and domicile status are essential elements to take into account during the financial planning process, particularly with regard to inheritance tax - but they can be tricky to get your head around. Jamie Bubb-Sacklyn's latest blog aims to help you understand your domicile status if you're a British expat so you can plan your financial affairs accordingly.

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Jamie Bubb-Sacklyn

Jamie Bubb-Sacklyn

Posted on April 18, 2019 in Estate Planning.

Saving for your retirement: time is key

Saving for your retirement: time is key

Are you on track for a financially comfortable retirement? In Magnus Jacobsson's debut blog, he examines the cost of delay between starting your retirement savings early and delaying until you're older.

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Magnus Jacobsson

Magnus Jacobsson

Posted on April 17, 2019 in Retirement Planning.