At Truly Independent we have always believed in nurturing talent. We have recently employed our 4th apprentice within the space of 12 months and continue to seek new ambitious individuals to join our growing company. There are many benefits to hiring an apprentice, including the opportunity to mould that person into the ideal employee from…
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Many families want to give their children or grandchildren a head start for their future finances. As the costs of private education, university, getting on the property ladder and weddings continue their relentless upward march, investing for your children or grandchildren early is crucial. There’s a simple starting point after you’ve worked out what you…
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Welcome to our latest edition of TIPS magazine Autumn edition 2021. Inside this edition we look at how having a financial plan in place early on can make it easier to manage your money further down the line. It’s never too early to make a financial plan. The sooner you work out your goals and…
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If you are approaching retirement age, it’s important to know your pension is going to finance your future plans and provide the lifestyle you want once you stop working. Pension legislation is extremely complex and it’s not realistic to expect everyone to understand it completely. But, since we all hope to retire one day, it…
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All of our August financial guidance factsheets are available to download below. Each one focuses on a different financial aspect to help guide you when setting and reaching your financial goals. If there is anything you are unsure about, or would like further information, all of our independent financial advisers offer a free initial consultation…
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Full-time Marketing Executive Role £22k – £30k (dependent on experience) About Truly Independent Founded in 2010, with the Head Office in Carlisle, Truly Independent Ltd is a national firm of experienced Independent Financial Advisers. The Role Following continued growth, there is a fantastic opportunity for an enthusiastic marketer to join our Head Office Team in…
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When you’re starting out working in your 20s, you may not be thinking about retirement in 40 years’ time. The same goes for your 30s, 40s and even 50s. There is always something on the horizon you could be saving for besides your retirement. No matter how old you are, it’s always a good time…
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When you’re planning your retirement income, there are multiple factors to consider: how much you can expect from the State Pension, the value of the pensions you have accumulated in your working life, your projected outgoings and your potential later life expenses. One more factor not to overlook is how much of your retirement income…
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If you’ve worked hard throughout your lifetime to grow your wealth, you may hope it will help to safeguard the financial security of your loved ones after you’ve gone. But without careful planning in your lifetime, you could leave them with less than expected after the Inheritance Tax bill is paid. Proper planning can help…
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The rules around Capital Gains Tax (CGT) are complex and they differ depending on your financial situation. It’s a complicated tax and, as a result, some people may get confused about how much they should expect to pay. What is Capital Gains Tax? Capital Gains Tax is a tax payable on the profits (or ‘capital…
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The coronavirus (COVID-19) pandemic has led to a reappraisal of urban living, with increasing numbers fleeing city confines in search of green space. Three million people in the UK aged over 50 (12%) [1] now plan to relocate in retirement, as a direct result of the pandemic. A year of lockdowns has motivated these over-50s…
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Being online more means criminals have a greater opportunity to approach unsuspecting victims with their scams. Online scams can have a devastating financial and emotional impact on victims. Pension scammers are bombarding the public with scam calls, texts and emails and it can be easy to fall victim to such a scam. Anyone thinking about…
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