A will provides a way to state who you’d like to receive your assets when you pass away. While you don’t need to work with a solicitor when writing a will, doing so could help you avoid mistakes. Will Aid is taking place in November and may be the perfect time to write your will […]
People often think of their financial plan as a way to grow their wealth and provide financial security. You might consider areas like your pension or financial protection to be core parts of your financial plan. Yet, while they’re important, your happiness is essential too. Financial planning is about helping you reach your financial goals, […]
205 years after it was published, the novel Frankenstein has inspired countless horror books, films, and more. The approach the scientist takes in the story to create a sapient creature might have more in common with effective financial planning than you think. English author Mary Shelley published Frankenstein in 1818 after being inspired by historical […]
When you think about the most popular retirement dreams, an adventurous cruise or having time to put your feet up might come to mind. Yet, a survey found the most common goal for retirement is to achieve financial security. According to Legal & General, a huge 94% of Brits say their most important retirement dream […]
Government changes to when pensions are taxed may mean you could save far more tax-efficiently for your retirement. If a potential tax bill influenced your current retirement date, it might be worth reviewing your plan. Previously, the Lifetime Allowance (LTA) affected the total pension benefits you could build up before facing a possible tax charge. […]
Creating a financial plan is just the first step to reaching your goals. While you may have carefully set out what you need to do, financial reviews are still essential. Often, it’s advised that you review your financial plan once a year or following major life events. Over the next few months, you can read […]
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Our offices are located in Melbury House, 34 Southborough Rd, Bromley, Kent, BR1 2EB.
