Month: December 2021

What’s your magic number?

Posted on December 22, 2021 by - Financial Planning

Keeping up your current lifestyle and enjoying your golden years

People planning for retirement should think hard about what they want to do when they eventually stop work. It is helpful to have a good idea of the lifestyle you want, how much it will cost and how you are going to pay for it. 

Christmas gifting

Posted on December 15, 2021 by - Financial Planning

How to make gifts to a charity, family and friends

Aside from regular Christmas presents, this year you may be considering giving money or other assets with a view to Inheritance Tax planning this festive season.

Coronavirus alters retirement plans

Posted on December 1, 2021 by - Retirement

One in eight older workers extend their planned retirement age

The coronavirus (COVID-19) crisis has disrupted many people’s working lives in ways we couldn’t have imagined. It’s been deeply worrying to see some people now planning to retire earlier than they intended – including many who have been on furlough.