Welcome to our latest January/February 2025 edition.
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Articles featured in this issue:
Maximise your tax allowances before 5 April
Make the most of your financial situation before the deadline
Autumn Budget Statement 2024
How could the range of changes impact your wealth planning?
Financial resolutions to boost your wealth this year
Taking a proactive approach to clarify your current financial standing
ISA returns of the year
Making the most of your 2024/25 tax allowances
How to navigate the Capital Gains Tax changes
Ensure your hard-earned investments work efficiently for your future
Start 2025 with a New Year's wealth check
An ideal opportunity to take stock of your financial health
Taking the road to a comfortable retirement
Achieving this vision requires careful planning and preparation
Navigating estate planning amid changing IHT rules
Ensuring your loved ones are cared for takes proper planning
Planning for the future of your wealth
How to integrate emotional, financial and practical dimensions
Making the most of a lump sum windfall
Much will depend significantly on your goals, needs and long-term aspirations
Pension funds and the path to net zero
Survey pinpoints several barriers threatening pension funds' progress
Investing isn’t a one-size-fits-all approach
Why timing the market could be holding you back
Practical financial planning for busy mums
The road to robust financial health, even when you're juggling the demands of family life
How to boost your chances of early retirement
Maintaining a strong commitment to your long-term goals
Planning for your dream retirement
Whether that’s adventure, relaxation or simply a slower pace of life
Pensioners set for income boost, but watch out for the tax trap
Could you lose out on tax-free allowances for other income?
Financial planning in your 70s
Striking the balance between living comfortably and preparing for unpredictable eventualities
Financial planning for your children’s education
Education is one of the most significant and rewarding investments you can make for your child
From crisis to resilience
Building a solid financial plan
Understanding State Pension rights and inheritance
The topic goes beyond the basics – there are numerous layers to uncover
How to plan for your special wedding day
Alleviate financial stress and ensure you start off married life financially secure
Building a resilient investment portfolio
Smoothing returns and providing greater stability
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. Call 023 80848410 or email enquiries@oysterfinancialplanning.co.uk
