by Parker Kelly | Feb 26, 2024 | pensions, savings and investments
As we approach the end of the tax year, there’s no better time to reassess your pension strategy. With potential bonuses and pay rises on the horizon, optimising your pension savings for tax efficiency is essential to ensure your money is working its hardest for...
by Parker Kelly | Sep 27, 2023 | pensions, retirement choices
Do you know where all your pensions are? It’s time to simplify your financial life, and we can make it easier. The Importance of Consolidating Pensions Consolidating your pensions is like tidying up a cluttered room – it brings order and clarity to your...
by Parker Kelly | Sep 26, 2023 | savings and investments, budgeting
We’ve all been there: our busy lives leave us feeling like there’s never enough time to focus on what truly matters. And when it comes to financial issues like protection and pensions, it’s easy to relegate them to the back burner, thinking we can...
by Parker Kelly | Mar 9, 2023 | tax planning, isa, pensions
1.) Top up your ISA One of the most tax-efficient ways to invest is through an individual savings account (ISA). The 2022/23 personal ISA allowance is £20,000. There is no income tax, tax on dividends or capital gains tax (CGT) to pay on any gains from investments...
by Parker Kelly | Jan 12, 2023 | budgeting, debt management, retirement choices, wellness
There is nothing quite like the start of a new year to give us all a fresh perspective. If money is on your mind, here are four ways to help get a new perspective for 2023. 1. Revisit Your Household Budget Start the year by revisiting your budget. Assess your average...