The financial planning blog

Insights about how you can make the most of your wealth and plan for your future.

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Pensions and retirement planning Reducing your tax burden Consolidating your wealth Protecting you and your assets Passing on your wealth Significant life events News

A guide to VCTs: what are they and why should I invest?

Why young professionals need to plan early

Property or investing? How to save huge amounts in tax…

5 money must dos before the 5th of April

L-Day: understanding changes to pensions and allowances

What are the benefits of discretionary trusts?

Becoming a partner

To gift or not to gift?

Financial resolutions to keep past January

Financial planning round up of 2023

What makes a woman’s wealth journey different?

How to make your life easier as a trustee

Inspiring change and building legacy in women’s football

Navigating the road to financial security and fulfilment

Taking pride in Pride

A guide to transferring UK pensions

Retire early

What is the annual allowance and how does it affect high earners?

Pension drawdown: access a flexible retirement income

Understanding your 25% tax-free cash entitlement in retirement

What are the advantages of an offshore bond for high earners?

A guide to UK inheritance tax

What is a default fund?

Capital gains tax (CGT): a guide for UK investors

4 strategies for tax-efficient investing in retirement

Cash flow planning: a guide for UK investors

Earning over 100k?

How much do you really need to retire?

How to consolidate your UK pensions

Boost your retirement income

Lump sum payments on divorce

International Women’s Day

A guide to the pension lifetime allowance and how to manage it

Tax Year End 22/23

75 in sight?

Is Hunt’s plan working and what does it mean for the money in your pocket?

The Great State Pension Debacle

Offshore bonds – a tool for generational planning

Will inflation affect your retirement savings?

Business relief and AIM – an option for reducing inheritance tax

The five pillars of financial wellbeing – what are they and how do you achieve it?

Business owner? Why you should contribute to your pension via your limited company

The power of your payslip

Retirement planning in a recession

What is a SIPP and is it right for you?

Selling-a-business-thumbnail

Selling a business? Avoid these common mistakes…

Receiving a personal injury award

Receiving a personal injury award?

Financial planning for divorce

Just married? Your financial tick list

5 effective ways to invest for your children’s future

Too many pensions how to get organised

Too many pensions? How to get organised…

reliant-on-your-income

Reliant on your income? How to make sure it never stops…

700,000-in-your-pension-pot

£700,000 in your pension? You could be taxed at 55%

Protecting-your-life-2.0

Do I need protection in retirement?

Pay off your mortgage twice as fast graphic

High earner? Pay off your mortgage twice as fast

Expression-of-wish-form

What is an expression of wish form and why update it?

Think--you'll-spend-less-in-retirement

Think you’ll spend less in retirement? Think again…

Why life insurance matters graphic

Why life insurance matters – 60% risk losing millions

Mental-health-awareness-week

Mental Health Awareness Day at Saltus

Talking-about-money will make you wealthier

Why talking money will make you and your family wealthier…

Does-money-buy-happiness

Does money buy happiness?

How-to-find-the-right-financial-adviser

How to find the right financial adviser for you

Financial planning how to get started

Financial planning – How to get started

Compounding – the secret to making money

Your-home-is-not-an-asset

Your home is not an asset or an effective pension pot!

three questions for retirement

3 questions to help you rethink retirement

Financial toolkit end of tax year

Your end of tax year financial toolkit

International-womens-day

International Women’s Day, hear from our brilliant women

Carry forward pensions

Carry forward – an industry secret to make up to £36,000

CGT-allowance-eoty

Save thousands using your CGT allowance

save-10-lightbulb

ISAs – The 10% income boost you could be missing out on

72% risk free returns

An investment that gives a 72% return overnight

lifetime allowance

How to manage the Lifetime Allowance to make your retirement savings work harder…

South Downs Challenge

South Downs challenge