Library | Berry & Oak | Chartered Financial Planners

Library

Read our blog articles on the financial and lifestyle topics of interest to you. You’ll find the most recent on this page, and then in date order, or you can use the search bar to look for specific topics.

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5 excellent reasons families use trusts

Savers celebrate rising interest rates, but it could mean an unexpected tax charge

7 common but potentially harmful Inheritance Tax myths debunked

Retirees, don’t overlook the surprising risk of underspending in retirement

Research: Money can buy happiness but what you spend it on matters

5 compelling non-financial reasons to work with a financial planner now

Why inaction is a crucial part of successful investing

Should you lock in your savings interest rate now?

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