Money can be a tricky subject, especially when it comes to family. Many of us avoid talking about financial planning with our loved ones, often for fear of causing a conflict. In fact, 10% of wealthy individuals never discuss it at all, and 27% admit they find the topic uncomfortable.* But here’s the thing, keeping …
Talking Money with Family: Why It’s Time to Break the Taboo Read More »
In this week’s episode of The Money Mentor, David Braithwaite breaks down a critical opportunity for anyone approaching retirement: filling gaps in your state pension records before April 5th. If you’re missing National Insurance years, you could be leaving money on the table, but David explains how you can go back and fill those gaps …
DOWNLOAD HERE March Property Update: Download the Latest Residential Property Review This month’s Residential Property Review – March 2025 is packed with key updates and insights for anyone interested in the UK housing market. Whether you’re a homeowner, investor or planning your next move, staying informed helps you make better financial decisions – especially as …
March Property Update: Download the Latest Residential Property Review Read More »
In this episode of The Money Mentor, David Braithwaite dives into the delicate topic of lending money to loved ones. Whether you’re borrowing or lending, money can complicate relationships. David shares essential advice on how to navigate these situations. Emphasising the importance of clear terms, communication, and understanding the emotional and financial risks. Listen here …
The Pitfalls of Lending Money to Family and Friends: What You Need to Know Read More »
The 2024/25 tax year-end deadline is fast approaching on 5th April, which means time is running out to take advantage of the valuable allowances and tax-efficient opportunities available to you. Whether you’re looking to maximise your ISA contributions, top up your pension, or make tax-efficient gifts, acting before the deadline can help you save money …
Don’t Miss Out – Use Your Tax Allowances Before 5th April! Read More »
Loyalty cards have become a ubiquitous part of our shopping habits, but do they really offer value? In this week’s Money Mentor episode, David Braithwaite explores the world of loyalty programs and whether they truly reward loyal shoppers. While some loyalty schemes offer genuine savings, David explains that the rewards often come with a catch. …
Maximizing Loyalty Cards: Are They Really Worth It? Read More »
DOWNLOAD HERE Stay Informed: Download Our Latest Economic Review With interest rates falling, inflation rising, and economic growth remaining uncertain, keeping up to date with financial trends is more important than ever. Our latest Economic Review – March 2025 breaks down the key developments shaping the UK economy. In this edition we cover: Interest rate …
Stay Ahead of the Economy: Download Our Latest Economic Review Read More »
DOWNLOAD HERE Boost Your Property Knowledge: Download Our Latest Residential Property Review The UK housing market is buzzing with activity, and our latest Residential Property Review – February 2025 is here to keep you informed. Whether you’re a homeowner, investor, or first-time buyer, staying up to date with market trends can help you make more …
Boost Your Property Knowledge: Download Our Latest Residential Property Review Read More »
The tax year-end deadline on 5th April is fast approaching, which means there’s still time for grandparents to make a meaningful financial difference to their children and grandchildren. Whether it’s helping to fund their future, reducing inheritance tax liabilities, or making the most of tax-free allowances, acting now could have long-term benefits for your family. …
5 Ways Grandparents Can Make the Most of Tax Year-End for Their Family Read More »
If you’re looking to stretch your budget, David Braithwaite, Money Mentor, has you covered with a series of quick money-saving hacks that could save you hundreds of pounds a year. In this week’s episode, David walks you through easy ways to cut costs, starting with your supermarket shopping. Swap to own brands, make use of …
Money Hacks in 3 Minutes: Simple Tips to Save Big with David Braithwaite Read More »
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