The financial planning blog

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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

5 money must dos before the 5th of April

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…

property or investing

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

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