Celebrating 20 years of financial planning
01 October 202420 years of financial planning.
At the moment for a full entitlement to the new State Pension, which is £11,502 pa (paid gross, but taxable).
The middle of 2024 has been momentous, both in terms of politics and sport, in the UK and in Europe.
A contact approached me some time back to look at her financial planning on a pro-bono basis as personal finances were a little tight and she wanted to consider her options.
There are many things that as individuals we might want to set as goals or ambitions, and these vary over time as we move through our life phases and junctions.
As individuals, we all like to receive our information and data in particular ways, with some more modern than others.
Little stands still, and many landscapes change, with adaptions made by us to reflect our reaction.
When using a financial planning adviser, independence can be important to achieve bespoke outcomes.
Most children get their pocket money from their parents, although over a third get money from their grandparents. Gifting to younger generations can be an effective way of reducing an IHT bill!