Building a diversified portfolio
What is it, and why is it important?
Trusting that your investments are progressing toward your objectives is vital, allowing you to concentrate on the things you value most in life. This is why building a diversified portfolio is crucial to any successful investment strategy.
How to invest after retirement
Ensure your wealth is preserved for future generations
As you enter your golden years, the excitement of finally retiring may be tinged with some uncertainty. With the working days behind you, it’s natural to wonder if you’ve amassed sufficient resources and how best to utilise them.
Protecting your children and securing their future
Our health, an invaluable asset, is often overlooked or taken for granted
As a parent, ensuring the well-being of your children is a top priority. From having open conversations with your partner to creating a Will, there are straightforward measures you can implement to provide them with the protection they deserve.
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Lump sum vs regular contributions!
Choosing the right pension payment strategy
When planning for your future, consider increasing your pension savings. But should you do this through a lump sum or by raising your regular contributions? In this article, we look at each option.
Using your inheritance effectively
Making informed decisions to managing the funds wisely
Inheriting wealth can be both a blessing and a challenge. It presents an opportunity to improve your financial security and accomplish your goals but it also involves managing the funds wisely. Cash flow modelling is essential to help you make informed decisions about using your inheritance effectively.
The importance of understanding tax-free pension withdrawals
Many over 55s are unaware that they can access 25% of their pension pot tax-free
A surprising 43% of individuals over 55 need to be made aware that they can withdraw 25% of their pension pot tax-free, according to recent research[1]. Knowledge could lead to better decision-making when it comes to accessing pension savings.
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