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Posts matching 'Retirement'

Millennial & Gen X Retirement Planning: How To Prep For Your Golden Years

For decades, the UK’s vision of retirement was straightforward: a well-earned rest after years of dedicated work, complete with countryside strolls, tea in the garden, and the unhurried pace of life. Yet, this traditional picture is undergoing a significant transformation, primarily driven by the ambitions and aspirations of Gen X and Millennials.  Millennial and Gen […]
  • Retirement
  • 05/09/2023

7 Misconceptions About Working With A Financial Adviser

If you’re considering wealth management but are entirely new to the process, you likely have some assumptions and perhaps concerns about what working with a financial adviser is like. Numerous myths and misconceptions surround the financial advice service, some of which can deter those who are new to the process. In this blog, we’ll dispel […]

  • General
  • 25/07/2023

End of an era? How the 2023 budget has changed the pension landscape

During the Spring budget, Chancellor Jeremy Hunt sent shockwaves through the pension landscape with some of the largest changes in recent history to affect pension savers.  Whilst the finer details are still to be ironed out; in summary the changes include: All the measures have been designed to encourage people to work for longer and […]

  • General
  • 16/03/2023

Deadline For Expats To Secure A Full UK State Pension Extended

Updated: Taxpayers now have until 5th April 2025 to fill gaps in their National Insurance record from April 2006 that may increase their State Pension – an extension of nearly 2 years – the government announced today (12 June). Extending the voluntary National Insurance contributions deadline until 2025 means thatyou now have more time to […]

  • General
  • 13/03/2023

How much should you save for retirement?

Whether you’re thinking about retiring in the next few years, or you’ve only just started your first job, saving for retirement is something we should all be thinking about. After all, everyone wants to ensure they have enough cash saved up to make the most of all that free time in the future. If you’ve […]
  • Retirement
  • 09/03/2023

Investing In An Assurance Vie For Under 70 vs Over 70

January is often a time for reflection, and this year there has been plenty to consider. Over the last couple of years we have faced a global pandemic, quickly followed by the war between Russia and Ukraine, and global inflation issues. The cumulative effect of global concerns has led to a lot of financial worries […]

  • General
  • 30/01/2023

The Four Pillars of Wealth Management

Wealth management is a deeply personal, long term process that will differ from person to person depending on their circumstances and goals. Whilst it is imperative to take this into consideration when developing a strategy to achieve financial objectives, there are four main concepts that are applicable to almost all financial planning journeys and are […]
  • General
  • 26/01/2023

How much will retirement cost you after inflation?

Due to the consequences of the Covid pandemic, the energy crisis and a range of other factors, the UK and the wider global economy has seen inflation increase the cost of living substantially in a relatively short amount of time. This has resulted in much of the population having to cut back on their spending […]
  • General
  • 26/01/2023

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