Oysters Spring Financial Magazine 2022

Oysters Spring Financial Magazine 2022

8th March 2022

Welcome to our latest Oyster March/April 2022 edition.

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Articles featured in this issue:

Getting ready to retire?
Bolstering your retirement lifestyle as you approach retirement

Invest your way out of inflation
Why now is the time to make sure you protect your wealth

Looking to build a bigger pension?
Don’t miss the deadline to give your pension savings a boost

Improving your financial health
Staying on track to achieving specific financial goals

How much do I need to save to retire?
Questions to help you live your best life in later life

‘Time is money’
5 principles of investing everyone should know

Pension freedoms
You work, you save and then you retire

Investment choices
Behavioural patterns shaping our way of investing, for better or worse

Cost-of-living crunch
Savers still recognise the importance of long-term planning

Disrupting social plans leads to savings surge
Britons saved almost £4bn as a result of the Omicron variant

‘Job for life’ a thing of the past
Most Millennials and Gen Z have two or more pension pots

Roadmap for investors
Increased confidence portfolios will perform well in 2022

Will I be able to retire when I want to?
Financial planning and advice for the ‘unretired'

Inheritance Tax
What will your legacy look like?

How confident are you about your retirement?
Hopes, fears and aspirations of people approaching and in retirement

Smart money habits
Best practice, smart money habits

Extending the scope of the trust register
Deadline for non-taxable trust registrations announced

Unlocking cash from the value of your home
Homeowners release a record-breaking £4.4bn in property wealth

Looking to make the most of tomorrow by planning today?

Your wealth needs to serve you differently at different stages of your life. Find out how we can help you make the most of tomorrow by planning today. To discuss how we can help, please contact us.

Kind regards

Michael, Donna & Lisa

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