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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What wishes should you set out when creating a trust to pass on wealth?

Living legacies are on the rise. Here’s what you need to know about them

7 in 10 adults haven’t thought about later-life care. Here’s what you should do to create a care plan

Before you increase pension withdrawals as the cost of living rises, here’s what you need to consider

Why it’s important to remain calm amid continuing economic uncertainty

Everything you need to know about the “emergency mini-budget”

The essential guide to the university application process for parents

Why taking too little investment risk could harm your goals

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