Blog
Jan 2024
Why the numbers are essential for successful financial planning
While financial planning often starts with your aspirations and long-term plans, getting to grips with numbers, like your income and value of assets, is essential. It could help you create a realistic financial plan that supports your goals.
Jan 2024
The pros and cons of choosing a living legacy over leaving an inheritance
You may want to support loved ones by gifting assets during your lifetime, rather than leaving them an inheritance. A living legacy could be a useful way to help your family reach their goals, but there are some important drawbacks to consider too.
Jan 2024
The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?
In 2023/24, your pension Annual Allowance is up to £60,000 compared to £40,000 in the previous tax year. If you haven’t reviewed whether it could be worthwhile to increase your contributions following the rise, read this article to discover why it could be financially savvy.
Jan 2024
Retirement planning: Should you consider a phased retirement?
If you’re planning your retirement, one of the first questions you might want to consider is: how will you retire? A phased approach could help you strike a work-life balance that suits you and might offer other benefits too.
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