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Insight Financial Associates

Retire Early

What does it take to retire early?

The idea of retiring in your 50s or even your 40s sounds like a pipe-dream to most, what with the increased cost of living, inflation and other economic factors slowly eating away at your predicted earnings. This hasn’t stopped the rise of the FIRE (Financial Independence Retire Early) movement, though, a new method of frugal …

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Inheritance Tax

Gifting rules and inheritance tax, what you might not know

Following an in depth study conducted by the National Centre for Social Research (NCSR) and the Institute for Fiscal Studies (IFS), it has been discovered that only one in four people making financial gifts are aware of the risks of inheritance tax. Further to this, they found that only 45% of gifters reported being aware …

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Financial Wellbeing

Financial Wellbeing

How is your financial wellbeing? Increasingly, people are talking about financial wellbeing. But what does it actually mean? Financial wellbeing is about having a sense of confidence and security around money. It’s about having enough money to meet everyday needs and being in control of your finances; having the financial freedom to make choices that …

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June Market Commentary

June Market Commentary

Introduction May was a relatively quiet month, virtually nothing of any importance happened at all. Well, apart from the European elections, Theresa May’s decision to stand down and the re-escalation of the US/China trade war. Not content with that, Donald Trump imposed tariffs on Mexico and Angela Merkel decided that her potential successor wasn’t up …

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