Welcome to our latest May/June 2024 edition.
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Articles featured in this issue:
Britons procrastinate on making a Will
Research identifies that over half of adults do not have a Will
Looming pension pitfall
£50 billion of hard-earned pension funds could be in jeopardy
Costs of later-life care
Establishing a thorough wealth strategy is key to ensuring financial readiness
Changes to Individual Savings Accounts in 2024
Why savers and investors now have a more flexible approach
Enhancing pension contributions for a brighter future
New tax year, new you? Maximise your pension savings this new tax year
Navigating Inheritance Tax
How to pass on assets to the next generation to secure their future for tomorrow
Rising trend of unretirement
14% of those aged over 55 have found themselves re-entering the workforce
Prudence of perseverance in investing
Maintaining an investment stance centred on the potential for long-term growth
Enhancing retirement through lump sum contributions
Contributing additional amounts to your pension stands to benefit you significantly in the long term
Understanding pension uncertainties
Survey highlights prevailing uncertainty among those on the cusp of retirement
Generational wealth perspectives
Whether through property, pensions or a blend of both, informed decision-making is crucial
New pension tax framework
Pivotal shift changes you need to know commenced from 6 April 2024
Troubling trend amongst UK workers
Prevailing issue of presenteeism highlights a need for a transformation in workplace culture
Unveiling the core principles of investing
Timeless beacons guide investors through periods of market volatility towards financial prosperity
Mind over matter
How behavioural investing can shape financial futures
Strategic reinvestment of State Pension increases
When transferring into a personal pension may make sense
Unique insight into the current attitudes towards pension investment
Prevailing concern among savers regarding their capability to make informed investment decisions
Employee preferences in Workplace Pension selection
Complex landscape of employee preferences, confidence and skills
Overcoming the gender investment disparity
Critical insights to empower women to take the reins of their financial destinies
UK retirees confronting pension shortfalls
Many regret not having commenced their savings journey earlier in their careers
Reliance on Defined Benefit pensions among over-50s
Diverse avenues through which individuals plan to supplement their retirement income
Safeguarding, expanding and cultivating your wealth
Make wise choices with expert guidance. Secure the potential for a prosperous future through our personalised financial planning services. We're here to assist in safeguarding, expanding and cultivating your wealth. Please contact us to discuss your requirements or to learn more. 023 80848410 or email enquiries@oysterfinancialplanning.co.uk
