Retirement Planning

Retirement isn’t the end of your journey, but the start of a new one. Whether you dream of travel, spending more time with your loved ones or simply having the freedom to choose how you spend your days, ongoing planning can make all the difference so you can look forward to the future with confidence.

Preparing for retirement involves more than building a pension pot; it’s about ensuring lasting security and flexibility throughout the years ahead. Understanding how your income needs may evolve helps you make informed choices today for an exciting tomorrow.

Our team can help you design a tailored retirement plan - one that gives you financial stability and the peace of mind to enjoy life’s next chapter on your own terms. Watch our short video below to discover more.

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Will VAT change in the Autumn Budget (2025)?

Chancellor Reeves was recently interviewed about whether she would raise VAT in the upcoming Autumn Budget. Refusing to give a yes/no answer, she instead replied: “The world has changed [since Labour’s initial manifesto pledge in 2024]”. This raises the uncomfortable […]
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The £100k trap: Don't lose your free childcare

Did you know that earning just £1 extra could lead to £1,000s lost in free childcare? It might sound extreme, but the UK’s tax system makes this a possibility. Below, our financial planners explain the key changes to UK childcare […]
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Should you take your tax-free lump sum?

There are reports of many over-55s taking their tax-free pension lump sum ahead of the Autumn Budget in November. This is partly driven by fear that the Chancellor might change UK pension rules, such as the tax-free lump sum, to […]
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Have you got the protection you need? - 7 questions for life insurance

Getting life insurance is a big decision. Firstly, the policy wording needs to cover your needs (you don’t want your family missing out on a payout on a technicality). Secondly, the premiums should reflect the policy value - nobody should […]
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