by ross | Jul 16, 2024 | Uncategorised
Retirement experience among over 55s Money, or lack thereof, a significant driver of overall retirement satisfaction Given the ongoing economic pressures of rising living costs, over 55s were asked how they find the overall retirement experience. The research found...
by ross | Jul 16, 2024 | Uncategorised
Financial planning conversations you need to have Protecting your legacy and boosting your children’s financial security Discussing finances can evoke anxiety or discomfort, and this tension doesn’t ease when family members are involved. Nevertheless, parents of adult...
by ross | Jul 16, 2024 | Uncategorised
Quarter of retirees financially struggling despite paying off mortgage Urgent need for effective financial strategies and support systems to ensure a dignified and secure retirement According to a new study[1], around 21% of retirees say that, after paying off their...
by ross | Jul 16, 2024 | Uncategorised
The importance of drafting a Will Protect your family from uncertainty and potential conflicts Many people still lack a properly organised estate plan despite the numerous benefits of writing a Will—such as getting our finances in order, planning our legacy, and...
by ross | Jul 16, 2024 | Uncategorised
Investing a lump sum Received an inheritance, windfall, or proceeds from a business or property sale? But what next? Receiving a lump sum of money, whether from an inheritance, windfall, or proceeds from a business or property sale, can be exciting and overwhelming....
by ross | Jul 16, 2024 | Uncategorised
Ways to reduce a Capital Gains Tax liability How will you ensure more of your money will go towards your future? From using your annual exemption to saving in an Individual Savings Account (ISA), we look at ways to reduce a Capital Gains Tax (CGT) liability...
