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The latest news and updates

Inheritance Tax Planning

16 Jan 2025

Fiscal drag: How threshold and allowance freezes affect you

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Inheritance Tax Planning

14 Jan 2025

3 important variables that could affect your sustainable pension withdrawal rate

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Inheritance Tax Planning

12 Jan 2025

Plans changed? Updating your financial plan could offer reassurance

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Inheritance Tax Planning

08 Jan 2025

The compelling benefits of building a tailored financial plan

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Inheritance Tax Planning

07 Jan 2025

Why building emotional resilience could improve your finances

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Inheritance Tax Planning

06 Jan 2025

Behavioural finance: How established habits and experiences could affect your decisions

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Investment

12 Dec 2024

Investment market update: November 2024

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Protection & Insurance

11 Dec 2024

The pros and cons of choosing joint life insurance

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Life Planning

09 Dec 2024

How creating a care fund could provide you with essential protection later in life

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Financial Planning

07 Dec 2024

3 simple questions that may help you update your life goals for 2025

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Financial Planning

05 Dec 2024

How the A Christmas Carol ghosts could help you build an effective financial plan

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Financial Planning

03 Dec 2024

Financial fears could be holding back millions of retirement dreams

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News

11 Nov 2024

Are your loved ones relying on an inheritance to reach life goals?

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Otus Financial Planning is a trading style of Otus Financial Ltd which is authorised and regulated by the Financial Conduct Authority.

Otus Financial Ltd. registered in England and Wales company registration number 7540565.

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