Family finances
Managing money together and making time to plan for your family’s future.

Keeping some financial independence in a relationship isn't about doubt. It gives both partners security and confidence. Here's how to get the balance right.
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Almost a third of parents say they're too busy to plan their finances. A few small steps now can protect your retirement without short-changing your family.
Read articlePensions
Understanding pension allowances and planning for retirement when you work for yourself.

How much can you pay into a pension in 2026/27? A plain guide to the annual allowance, the taper, the MPAA and carry forward, and how to avoid an unexpected tax bill.
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Find old pensions, plan around uneven income and prepare for a pension review. A guide for self-employed people in Belfast and Ballymena.
Read articlePlanning ahead
Reviewing your plans for retirement and preparing to meet a financial adviser.

Your 50s are often your peak earning years and the last big window to shape retirement. Six questions to ask now about income, savings, debt and protection.
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The questions to ask about regulation, qualifications, fees and what to expect before your first financial advice consultation.
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