Topic: Uncategorised

Why are families in Norfolk, Suffolk, and Essex increasingly considering bonds as a planning solution?
The landscape of wealth preservation and transfer has changed significantly in recent years, with families across Norfolk, Suffolk, and Essex increasingly recognising bonds as effective tools for intergenerational planning. As traditional ways of passing wealth between generations face growing challenges from tax issues and regulatory changes, bonds offer a refined solution that can protect and grow family assets while offering flexibility for future generations. Read more…

Understanding your financial options for now and the future

Managing your finances can often feel overwhelming, particularly when deciding between saving and investing. Savings are aimed at short-term needs or emergencies, offering a sense of security and quick access to funds through low-risk options such as savings accounts. This approach ensures that you are financially prepared for unforeseen expenses or near-term goals. Read more…

How to navigate your transition to life after work

The age at which you decide it’s time to take life easy is a very personal choice. When your retirement day arrives, you can toss away your alarm clock, bid farewell to your commute and discard those restrictive
business suits. Read more…

How to build long-term wealth with a tailored strategy.

Market volatility is an unavoidable aspect of investing. Geopolitical events, such as the invasion of Ukraine, trade wars, inflationary pressures and alterations in interest rates, are among the numerous factors that lead to market fluctuations, sometimes significantly. When markets change, especially during rapid declines, it can be challenging not to react. Nevertheless, history shows that you are more likely to reach your long-term investment goals if you have a strategy and stick to it across all market conditions. Read more…

WHAT CAN TAXPAYERS ACROSS NORFOLK, SUFFOLK, OR ESSEX EXPECT FROM THE 2025 AUTUMN BUDGET?

With government expenditure increasing, all eyes are on Chancellor Rachel Reeves as she prepares to unveil the Autumn Budget. This year, significant changes to tax regulations are expected to affect individuals and businesses alike. While Labour pledged in its 2024 manifesto not to raise income taxes for “working people,” the need for additional revenue suggests the Chancellor may explore other avenues to meet financial requirements. Read more…