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November 2023

Trusts and Tax Efficiency: Navigating the New Era of Wealth Management

Managing your finances tax-effectively has always been a priority, but with forthcoming tax regulations for superannuation, individuals with substantial balances…

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Debt Consolidation: A Comprehensive Guide

In today’s world, the rising levels of debt have become a pressing concern for many individuals. Whether you’re striving to…

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5 Easy Steps to Setting Financial Goals With Your Partner

Setting significant financial goals with your partner can be a straightforward and stress-free process, provided you have the right approach.…

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Succession Planning: Navigating Life’s Transitions

Succession planning is a strategic and comprehensive process that individuals embark upon to navigate the ever-changing landscape of their personal…

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Recent stories

How To Build An Emergency Fund Fast

In an ever-unpredictable world, financial preparedness is more crucial than ever. Emergencies – be they medical crises, unexpected home repairs,…

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Essential Strategies for Achieving Investment Success

Understanding and achieving investment success is a highly personal journey, as the definition of success varies from one individual to…

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Home Equity: Unlocking the Power

Home equity is more than just a financial term; it’s a powerful resource that, when utilised wisely, can support your…

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What To Do With An Inheritance

Receiving an inheritance can be a significant moment in anyone’s life, often accompanied by a mix of emotions due to…

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UGC Monthly Market Update | March 2024

Welcome to the UGC’s Monthly Market Update for March 2024. Join UGC’s Co-Portfolio Manager / Senior Investment Analyst, Huw Davies,…

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