Financial Newsletters
These newsletters are intended to bring a few key topical issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in more depth, please contact us.
Please note: We may not necessarily advise on all the topics in each newsletter, but thought they may be of interest to you.
“25 years of the ISA!”
It’s been 25 years since the ISA was started. Quite recently many changes have been announced.
Reforms have been announced to simplify the scheme and widen the scope of investments that can be included.
“Flexible Retirement Goals”
Retirement has become more of a transition. The days where we all stopped working and didn’t take up hobbies are gone. Keeping active is at the heart of the flexible retirement trend.
The good news is we’re a fitter nation now than we were, even 10 years ago.
“Closing the gender gap on pensions”
Although pension saving has increased for both men and women, there is still a gender pensions gap (private pensions) between male employees
and female employees. With women being less likely than men to have a private pension and many that do, still have less invested.
“Timing can matter when you retire”
There are many factors to consider when deciding the best time of year to retire and what you can do to boost your pension. There could even be tax advantages
to retiring before the financial year ends.