Have you developed a retirement strategy yet? Whether you’re nearing retirement, or you still have many years of your working life ahead, careful planning is essential to secure financial stability and peace of mind when you stop working.

Active planning is important According to a recent report*, individuals on average begin actively planning for retirement around the

Recently published research suggests the long-heralded ‘great wealth transfer’ is now firmly underway, which inevitably heightens the need for carefully considered intergenerational financial planning as assets continue to flow down the generations.

The great transfer

Dubbed by analysts the ‘great wealth transfer,’ the next two decades are set to witness the largest

Increased investor confidence in equity funds over the last few months has been evidenced by a leading Index*, with UK investors at their most bullish in almost three years.

Equity fund inflows reached £2.01bn in January, one of the top ten months on record and the highest since April 2021. In addition, the January Index reported:

• US equity funds had record inflows of £

To enjoy a financially secure retirement, it’s important to spend time doing some in-depth thinking well in advance to determine your goals and requirements in order to achieve the lifestyle you dream of. You need a robust financial plan.

When thinking about the income you’ll need in retirement, many people find it helpful to think in terms of Maslow’s renowned Hierarchy

Financial Management Bureau (FMB) was recently named as one of the Best Companies Group 2024 “Best Financial Advisers to Work For” for the seventh year in a row. The awards programme began in 2017 and is promoted by Professional Adviser in partnership with Best Companies Group. This industry-wide survey and awards programme is designed to identify, recognise, and honor the

Figures released by HM Revenue &Customs (HMRC) show that IHT receipts have hit record levels while new data shows the taxman is hunting down thousands of families that have not paid the correct liability on inherited estates.

Record sums

In the first ten months of the 2023/24 financial year, HMRC collected £6.3bn in death duty receipts, £0.4bn more than during the same