Retirement planning: Should you consider a phased retirement?

A businesswoman smiling with colleagues.

Retirement can be an exciting milestone, but one that you might feel nervous about too. Setting out how to achieve the retirement lifestyle you want could help put your mind at ease. One of the first things you may have to consider is how you’ll retire – would a phased retirement suit you? Over the…

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Quarterly Financial Bulletin – Autumn – 2023

Several months have passed since the Spring Budget, which, although not necessarily packed with good news stories, held one announcement that certainly did bring considerable cheer to higher rate taxpayers. A recent survey has revealed the dramatic impact that Chancellor Jeremy Hunt’s decision to scrap the pension Lifetime Allowance (LTA) is having on people’s retirement…

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Quarterly Financial Bulletin – Summer – 2023

Although the global economy continues to face significant headwinds, statistics released during the first few months of the year have revealed unexpected signs of resilience. In our quarterly bulletin this month we start by looking at the positive data collected during the first few months which indicates a positive change. Next we look at the…

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Quarterly Financial Bulletin – Spring – 2023

Investor Confidence Returns – A recent survey suggests investors are becoming more confident despite ongoing challenges on the economic front. While this is certainly encouraging, maintaining a long-term outlook and retaining a strong sense of discipline in investment positioning remains a prerequisite for any successful investor. In our quarterly bulletin this month we start by…

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Quarterly Financial Bulletin – Winter – 2023

Investment Focus for the Year ahead – By any comparison, the past 12 months have been tough for investors with a series of shocks impacting markets and, as 2023 dawns, uncertainties remain. In our quarterly bulletin this month we start by looking at some of the challenges investors face as we begin 2023. We run…

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Quarterly Financial Bulletin – Autumn – 2022

With the next 30 years set to witness the largest ever intergenerational passing of wealth, the need for inheritance advice has never been greater. Intergenerational planning, can also help with more immediate financial needs. In our quarterly bulletin this month we begin by looking at some of the concerns and needs of intergenerational planning and…

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