Guides

Financial wellbeing

Money and Mental Health: Regaining Control of your Financial Wellbeing

Paul Dolan, Professor of Behavioural Science at the London School of Economics and Political Science, discusses the relationship between money and mental well-being alongside the current post-pandemic cost of living crisis.

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An Introduction to Financial Wellbeing

We've teamed up with the Institute for Financial Wellbeing to help you better understand what it's all about.

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The importance of record-keeping for probate and how Auderli streamlines the process

The process of probate can be complex and overwhelming, especially when it comes to record-keeping. Executors must retain key documents long after an estate is settled, as HM Revenue and Customs (HMRC) can request to review these records for up to 20 years after Inheritance Tax is paid.

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How the latest UK budget makes financial organisation essential

The recent UK budget introduces £40 billion in tax hikes and changes to inheritance tax, capital gains and non-dom status, making effective financial organisation more crucial than ever. With new tax liabilities and relief limits, individuals and businesses alike must stay organised to manage these impacts effectively.

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How to reduce the impact of inheritance tax

As a tax adviser, I’m often asked about inheritance tax and how to reduce its impact. One of the reasons Auderli was created was to give people peace of mind, knowing that everything is organised should the worst happen, while also ensuring they receive the best advice during their lifetime.

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The importance of an up-to-date will

As more of my accountancy clients use Auderli to organise their information, it's prompted questions about their wills —some don’t have one (similar to 60% of UK adults), while others realise theirs needs updating. With Free Wills Month underway, it’s a great time to emphasise the importance of an up-to-date will and explore available resources.

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How Consumer Duty is shaping the future of financial advice

The FCA’s Consumer Duty, introduced in July 2023, sets higher standards for client-centred financial advice, emphasising accountability and transparency. So what should professional advisor clients be experiencing as a result of this?

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