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Insights
Here you will find our latest Insights and Resources, to help move you forward towards Financial Freedom
Monenti news update: Winning at Wembley, meet Ollie Dennis, and a scenic marathon in the offing
05/26
Discover what’s been happening at Monenti Partners, from team achievements to inspired marathon runs with regular wine stops, in our monthly news round up.
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5 tips for building meaningful connections
05/26
Even when you’re surrounded by people, you can still feel lonely. Here are five tips to help you build more meaningful connections with those around you.
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Are you supporting a loved one? You might need a Lasting Power of Attorney to act
05/26
Millions of well-intentioned people in the UK are helping their loved ones manage their online financial accounts, but could risk having these accounts frozen because they don’t have a Lasting Power of Attorney in place.
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Powerful reasons to plan how to use your 2026/27 allowances and exemptions now
05/26
The 2026/27 tax year started on 6 April 2026. While you have until 5 April 2027 to use tax-efficient allowances and exemptions, making a plan now could be valuable.
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How to manage lifestyle inflation to keep your long-term goals on track
05/26
Like inflation, lifestyle inflation could affect your finances, and you might not be aware of the effects straightaway. Find out how it might impede your ability to reach your goals and some ways to manage it.
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Wealth v strategy: Why a financial plan is essential
05/26
Building wealth without a financial plan may be like searching for a destination without a map. You might miss the most efficient route, take an unnecessary detour, or miss your intended target altogether. A clear plan could be essential for helping you reach your goals.
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Why doing nothing might be the hardest investment strategy to follow
05/26
Once you have made an investment strategy, often doing nothing is the best course of action. Yet, it’s an approach that might be more difficult to stick to than you expect due to biases.
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Monenti news update: Weekend press coverage, charity donations, and marathon success
04/26
Discover what’s been happening at Monenti Partners, from team achievements and company successes to personal updates, in your monthly news round up.
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Previous Briefings
Guides
Working With Us
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7 key allowances you might want to use before the end of the 2025/26 tax year
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5 tips to help you manage your wealth in 2026
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The money lessons your family could learn from board games this Christmas
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5 enduring money lessons you can discover in Jane Austen’s novels
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Everything you need to know about the State Pension
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Our Planning Process
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12 practical reasons to write a will and name a Lasting Power of Attorney
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Revealed: The value of financial planning
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Planning for a longer life: Wellbeing tips and financial management strategies
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5 key financial planning steps to consider during a divorce
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The compounding effect: How it could boost or harm your finances
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How financial planning could help you answer essential “what if?” questions
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The value of investments can go up as well as down, so you could get back less than you invested. This website and its content do not constitute advice, and our services are designed for those resident in the UK.
Monenti Partners Ltd is a company registered in England under number 06299795 Registered office address Castle House, Castle Street, Guildford, GU1 3UW
We are Independent Financial Advisers authorised and regulated by the Financial Conduct Authority (FRN) 485058.