Welcome to our latest November/December 2024 edition.
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Articles featured in this issue:
How does pension consolidation work?
Pensions can be confusing, but there is an alternative way to help keep on top of them
Maximising returns
The power of reinvesting dividends for long-term growth
Stay focused on your retirement goals
Identifying any potential financial gaps and bridging these gaps before it's too late
Understanding the rising impact of Inheritance Tax
Exploring strategies to secure your family’s financial future
A safety net for uncertain times
How would you pay your bills if you couldn't work?
Have you had a retirement conversation?
Many people do not engage in crucial conversations regarding the lifestyle they envision
Who pays for long-term care?
Ensure you’re well placed to fund any future care needs
Building a diversified investment portfolio
Why it's imperative to consider your objectives and attitude towards investment risk
Enhancing your financial plans as you approach 50
Steps you can take now to influence your retirement and overall financial security significantly
Planning your path to a fulfilling retirement
Are your finances on the right track as you approach this new chapter?
How much financial security do you need for a happy retirement?
Financial status plays a significant role in retirement happiness
Is it time to evaluate your financial landscape?
Financial strategies are not immune to the impacts of life’s changes
Unlocking homeownership
Generous parents and grandparents are turning to their property wealth
Managing the menopause, a financial perspective
Often-overlooked financial implications during this transformative life stage
Balancing motherhood and financial security
Juggling responsibilities can often push long-term financial planning to the sidelines
Building a secure financial future together
How to prevent misunderstandings and lay the groundwork for mutual financial success
Combating inflation, the ‘silent thief’
Why retirement planning needs to account for longevity risk
Retirement readiness in your 50s
Now is the time to make sure you know how much you need to save
Understanding the gender pension gap
Why do women often find themselves disadvantaged in retirement?
Landscape of workplace pensions
Six in ten employees feel they are not saving enough for retirement
Navigating life events and inheritance
Research highlights a profound impact on financial security and life choices
The role of trusts
Providing timely financial support to your loved ones when they need it most
Want to secure your financial future with our expertise?
Whether planning for retirement, investing your money or protecting your wealth, we can assist with every aspect of your financial planning. Contact us today to discuss your specific needs. 023 80848410 enquiries@osterfinancialplanning.co.uk