Truly Independent nominated as a finalist for two Professional Adviser Awards 2018

We are delighted to be a nominated finalist in the Professional Adviser Awards 2018 for the categories ‘Best Support Services for Advisers’ and ‘Best Adviser Website’. Last year, more than 200 advisers, firms and providers were under consideration for the awards, which seek to reward excellence within both the financial advice community and among the…

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Priceless Education

Choosing an independent school is a serious investment. Parents or grandparents wishing to give their children or grandchildren the benefit of an independent education face startling costs. This is followed after school by the costs of a university education, which are also considerable. However, with careful planning, it may be possible to avoid a huge outstanding student…

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Get ‘wrapped’ up

Autonomy to make your own investment decisions Some people don’t want a pension company deciding how their pension savings are invested – they want to control where their money goes and how it grows. For people wanting to have autonomy to make their own investment decisions with their retirement savings, a Self-Invested Personal Pension (SIPP) may be…

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Reaching Your Long Term Investment Goals

It is impossible for investors to predict the future. Short term losses can be unsettling, but holding steady through the ups and downs is the best way to reach your long-term investment goals. A key to successful investing is to remain focused on your long-term objectives and not let short-term trends distract you. Holding onto your investments when times…

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Your wealth. Your legacy

If you have significant assets, you may be wondering whether inheritance tax (IHT) affects you. Worryingly, some families appear to be shying away from difficult conversations, as almost half (47%) of UK adults say they have never discussed inheritance matters, according to new research [1]. IHT receipts increased by 22.9% in the first quarter of this…

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How to build a sustainable retirement income plan

It is impossible to consider retirement, and our experience of it, without also considering how we’ll pay for it. But almost 30% of people over the age of 55 are unsure if they will be able to retire on their current savings, according to new research[1]. Four out of five Britons are unhappy with the amount…

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Protect the things that mean the most to you

Cohabiting families risking their family’s financial future The lifestyle of our loved ones may be seriously compromised if we die. However, very worryingly, more than 2.4 million cohabiting families across the UK – the fastest growing family type in the country – do not have life insurance, potentially leaving their loved ones open to financial…

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Succession planning

Taking advice early and developing a personal nancial plan is crucial to meeting long-term goals Succession planning may be one of the most challenging experiences facing any leader, especially an entrepreneurial business person who has built a family business from scratch, so it is crucial to get right. For a family business, transition is a…

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Truly’s 6th Affinity Meeting a Big Hit

This week saw Truly Independent host our 6th Affinity Meeting. Hosted 2 or 3 times a year these events allow us to get all of our Independent Financial Advisers and Head Office Staff together for the day. It also provides an opportunity to deliver important updates on the business progress, deliver some training and have…

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New State Pension Age

How will it affect your retirement plans? Will you be one of the millions of workers who will have to work an extra year before retiring after the Government announced that it would be extending the retirement age to 68? New plans announced in July this year mean that the rise in the State Pension age to…

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‘The Happy Financial Adviser’ becomes an Amazon #1 Bestseller’

‘The Happy Financial Adviser’ book, by Andrew Goodwin, has recently become an Amazon #1 Bestseller. Launched in 2017 the book has also gone onto receive many 5 star reviews. The book focuses on embracing happiness in order to achieve greater success for financial advisers and their clients. Advisers are encouraged to connect with more people,…

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Investing for Income

How certain innate behavioral traits influence our decision-making With historic ultra-low interest rates on savings, many investors over the past decade have turned to income-paying funds as an alternative to cash-based savings. Changing life plans and priorities mean we now encounter varying income needs and goals throughout our life and, when investing, certain innate behavioral traits will influence…

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