Integritas Financial Planners - Blog

A man re-writing his will after unexpectedly divorcing his wife.

5 Outside Threats That Can Jeopardise Your Will

Creating a Will is an important step to take, but it doesn't necessarily guarantee your wishes will always be followed. This is because there are multiple external factors that can have a significant impact on how your estate is...
A woman writing her will with an expert exploring the benefits of creating it.

The Benefits Of Expert Will Writing To Protect Your Legacy

The end of the road awaits us all, but not everybody will arrive there with peace of mind that they have done their best to protect the loved ones they must leave behind. Such peace of mind is clearly one of the main benefits of writing a...

Can A Financial Adviser Actually Save Me Money?

Managing finances involves more than keeping an eye on major expenses, and it’s pretty easy to overlook certain inefficiencies that quietly drain your resources. It could be hidden fees or unbalanced investments, or even just missed...
A financial advisor monitoring end of year taxes.

Condensed End Of Tax Year Planning Checklist

As the 2024/25 tax year ends on 5th April 2025, reviewing your financial position is crucial to optimise savings, investments, and tax efficiencies. Let’s explore key actions to consider before the tax year closes.

The Direct Financial Benefits Of Having A Will

Creating a Will is all about taking control of your legacy and securing your family’s financial future. The benefits of a Will - expertly drafted - include ensuring the people and causes you care about are protected, your assets are...
A close up of someone using a calculator while looking at their finances on paper.

Secure Your Future with Financial Tips for Your 30s

Heading into your 30s is a big moment in life, with it usually being around this time that you start getting serious about securing your financial future. Your career path is likely taking shape, and you have a good idea of where you’re...

How Long Should I Work With a Financial Adviser?

How long you work with a financial adviser will depend a lot on your goals, financial situation and the kind of support you need. At Integritas, we often recommend a longer-term relationship as this approach maximises the value we can...
A graphic of inheritance tax highlighting what you need to know about inheritance tax strategy

All you need to know about inheritance tax strategy

An inheritance tax is a tax on the estate of someone who has passed away, including their property, money, and any other possessions of notable value. In the UK, the standard inheritance tax rate is 40% on the value of the estate above the...