Apex Independent Financial Planning Ltd, Elm Lodge, 14 Elbow Lane, Formby, Merseyside. L37 4AF

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Insights

Small steps to securing your financial future – it is attainable!

Retirement planning may feel overwhelming, but small steps can close the gap
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News in Review

The Confederation of British Industry (CBI) lowers UK growth predictions, US-Iran deal imminent, welcome retail sales lift
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Investing lessons from the World Cup

World Cup success depends on balance, teamwork and adaptability. The same principles apply to investing, where diversification, discipline and regular reviews support your long-term financial objectives.
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Passing on wealth – the essentials of IHT

A guide to Inheritance Tax thresholds, exemptions and planning essentials
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Salary sacrifice – things to consider

Salary sacrifice rules will tighten in 2029. Now may be a key planning window.
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News in Review

Middle East conflict impacts global growth, comfortable retirement unattainable for many and manufacturing shows recovery
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