I am delighted to share with you a copy of our latest newsletter, Clearmoney. You can find a link to the publication online, by Click Here .
Inside this issue we look at a variety of financial planning issues that you may need to consider now and in the future, including how to plan for the retirement you deserve. We also tell you about the latest developments at Fairstone Financial Management, which Chase Financial Management has joined to deliver a more comprehensive service to its clients.
As we live longer, savings have to fund longer periods of retirement than ever before. On page 6 we look at the latest research which shows apathy towards pension planning. This apathy could lead to missed opportunities to improve pension outcomes in the future.
On page 8 we tell you about the latest research which show that one in three working Britons (35%) still rely on an inheritance in order to achieve a stable financial future. The reality is that many could be in for a big shock.
The study released by LV= that shows millions are banking on an inheritance to provide them with financial assistance, and with this cash windfall often key to their retirement plans. Without the right advice and careful financial planning, HM Revenue & Customs could become the single largest beneficiary.
The full list of the articles featured in this issue appears on page 3.
We hope you enjoy reading this issue and find it informative. To discuss any of the articles featured, please don’t hesitate to contact me on 01452 560 470.
Regards Mark