Posts by Kay Holden

How to prepare your loved ones for the “great wealth transfer”

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Why “boring” investments could be exciting long term

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The secret to a happy life

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Investment market update: May 2025

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The mortgage essentials you need to know when downsizing

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How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill

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Why defining “financial freedom” could help you achieve it

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Financial protection: 3 useful questions to help you calculate appropriate cover

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How to improve your financial resilience

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Griffiths Marshall
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