Reducing the risk of investing in volatile markets
Cost averaging, or pound cost averaging, is an investment approach that involves dividing up the total amount to be invested into equal amounts and investing these at regular intervals over a period of time.
2.5 million Britons lose at least £23,126 a year due to long-term illness
Losing your job due to an illness or injury could have serious financial consequences for you and your family. Rent, mortgage payments and other living costs may no longer be covered, leading to a lifestyle that’s difficult to maintain.
Alleviate any fear and uncertainty you might have about your financial future
No matter what stage of life you’re in, it’s never too early or late to start planning for your retirement. By taking a personalised approach, you can develop a retirement plan that will work for you throughout your life.
Almost half of UK consumers find pensions information daunting
In an era where the cost of living is threatening to undermine consumer confidence, it’s no surprise that almost half of UK consumers find pensions information overwhelming. It can be difficult for individuals to make informed decisions about their retirement planning when faced with such a daunting task.
17% of self-employed workers would choose to carry on working through illness or injury
Many adults understand the need for financial resilience and taking out insurance to protect their incomes in case of sickness or accident. However, too many self-employed people do not have any cover to help them should they be unable to work and are increasingly likely to choose to carry on working despite illness or injury.
Ready to start investing for your grandchild’s future?
Investing in the future of your grandchildren is a great way to help them prepare for their financial needs in life. By setting aside money now, you can provide them with added security and increased opportunities in the years to come. Investing for grandchildren can be used to help fund college tuition, make a down payment on their first car or home, or even start a retirement fund.
Make sure your retirement strategy meets your needs and goals
It’s important to make a well-informed decision when it comes to deciding what to do with your pension pot: drawdown, annuity or a combination of both. Making the right choice will affect your retirement for many years.
It goes without saying that there’s no time like the present to kick-start your retirement planning. The earlier you start, the better. You’ll then be able to set about realistic goal setting and, importantly, diversification of your investments. Working hard to save for your retirement is an important endeavour.
Passing on money securely, and efficiently, to those you love and the causes you cherish
Preserving wealth for future generations is an important part of a comprehensive financial plan. Planning is one key element in achieving this goal. Passing on wealth you have worked hard to build is often complicated. But with careful planning, we can help you pass on money securely, and efficiently, to those you love and the causes you cherish.
Getting your affairs in order for when you pass away can bring real peace of mind as you get older. Failing to protect family wealth from Inheritance Tax could cost families thousands of pounds but there are various strategies and solutions to legally avoid or mitigate paying this tax.
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