Oysters New Year Financial Magazine 2024

Oysters New Year Financial Magazine 2024

11th January 2024

Welcome to our latest January/February 2024 edition.

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Articles featured in this issue:

National Insurance Contributions (NICs)

Significant reforms and rates cut for millions of workers

Changes to the State Pension

‘Triple Lock’ to increase by 8.5% from 6 April 2024

Tax-saving measures

What actions to review before the 2023/24 year-end?

Balancing profit and planet

Striving to use impact to boost investment returns

Time to SIPP into financial freedom?

‘I want to take charge of my retirement savings’

Succession planning, a family affair

A delicate process that requires clear communication and effective planning

Treasure trove

£26.6 billion in forgotten pensions

A tax-efficient, flexible method for future planning

Time is running out to use your 2023/24 ISA allowance

Financial road map for 2024

How to devise a robust plan for wealth accumulation and protection

Securing retirement

The art of de-risking

Charting your financial future

Tackling retirement anxieties requires understanding your current financial resources

Time to kickstart your retirement plans?

How to get your retirement plans in motion

Make the most of your wealth

Opening up a world of possibilities for your future

Gender pension gap

The potential barrier to reaching the same savings levels as men

Heightened interest rates increase demand for annuities

What will you do with your hard-earned pension pot at retirement?

The forgotten task on Britons' to-do list

Financial pitfalls that could easily have been avoided

Investing after retirement

Preserving wealth for your future lifestyle

The power of prevention

An effective financial plan acts as your protective shield

It’s good to talk

How to navigate financial conversations with your family

£32 billion hole in UK savings pots

Rise in living costs forcing many people to dip into their financial reserves

Bridging the pension generation gap

Urgency for younger generations to access improved financial education

Safeguarding, expanding and cultivating your wealth

We aim to help you secure your future and achieve your financial objectives with a carefully crafted plan to fit your needs. By developing this plan, we’ll focus on what really matters and how to manage your financial situation to achieve your goals. We're here to safeguard, expand and cultivate your wealth using our expert guidance. Don't hesitate to contact us if you require further information or want to arrange a FREE DISCOVERY meeting.

enquiries@oysterfinancialplanning.co.uk 023 80848410

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