Posts by happyplanet

Retirement planning: Should you consider a phased retirement?

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Investment market update November 2023

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How overpaying your mortgage could save you money in the long term

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5 useful gifting allowances that could help you pass on wealth tax-efficiently this Christmas

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Cost vs value: What’s the difference when you’re making a financial plan?

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2 Autumn Statement announcements you may have missed that could simplify your finances

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3 helpful ways effective financial planning could ease health fears

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Did you use the Help-to-Buy scheme? Inflation could affect your repayments

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How much life insurance will provide your family with security?

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How to help your family manage your affairs when you pass away

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More people than ever celebrate their 100th birthday. Here’s why it affects financial plans

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2 key reasons why you may want to update your plan during a financial review

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