A collection of articles created by our advisers for our clients. This edition covers a range of subjects; Inheritance tax planning, alternative options to downsizing, key ages relating to your pension, results from the FM retirement survey, and a financial roadmap to help us all keep track of the different financial life stages. We’ve also included Client Corner, a popular feature, showcasing the fascinating ways our clients choose to spend their space time.
A collection of articles created by our advisers for our clients. This edition covers a range of subjects; from financial wellbeing, a few tax tips and a financial roadmap to help parents with their children’s finances. Any clients who have visited Penn Barn might recognise a few of the featured artifacts scattered around the office!
A great article on steps to avoid overspending in retirement. Also, it is worth updating yourself on the key tax changes. We could all do with a reminder about the dangers of financial procrastination.
It’s reassuring for investors to see an article predicting steady global growth and a snippet about UK dividends reaching new highs! I would recommend the article on understanding correlation to ensure your portfolio strikes a good balance between risk and return. Lots on retirement planning and IHT too.
Read about how to create financial wellbeing, be aware of “home bias” when creating your investment portfolio, a good article about considering the tax impact on your work bonus and many other interesting articles.
Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.
Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.