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Keep up to date with our latest Woburn Street Financial Planning company updates and insights on the financial news from our team.
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Investment market update: March 2024
While inflation continues to be a challenge for many economies, there are positive signs in the UK and around the world. Read on to find…
Company news
5 practical tips that could help you set realistic financial goals
Setting goals is part of creating an effective financial plan. They can motivate you, keep you on the right track, and help you define what…
Articles
More retirees may need to consider tax liability as State Pension nears the Personal Allowance
To be entitled to the new full State Pension, you need at least 35 qualifying years of National Insurance contributions or credits. If you have…
Company news
Running out of money tops retirement concerns, but financial planning could bring peace of mind
If you’re concerned about running out of money during retirement, you’re not alone. In fact, it’s one of the top financial concerns in the UK.
Company news
What you need to know about taking your pension tax-free lump sum in 2024/25
Taking a tax-free lump sum from your pension could be a fantastic way to kickstart your retirement plans. If it’s something you’re thinking about, it’s…
Company news
Retirement planning: Bringing together your goals and finances
Effective retirement planning often involves weaving together lots of different threads. As you think about your retirement, you might be unsure how to bring everything…
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Investment market update: February 2024
While many economies are still struggling with high inflation there are signs that the pace is starting to slow, which could pave the way for…
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Have you overlooked speaking to your beneficiaries as part of your estate plan?
You may already have your estate in order and have written your will accordingly, but have you overlooked the value of speaking to your beneficiaries?…
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A worrying 2 in 5 wealthy individuals have fallen victim to a financial scam
A recent survey reported by Professional Adviser revealed that 2 in 5 wealthy individuals have been the victim of financial crime. Of…
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More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25
More than 1 million investors will be hit with a Dividend Tax bill for the first time in the 2024/25 tax year, according to an…
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Are you risking a pension shortfall by overlooking longevity?
A survey suggests that some retirees could risk running out of money during their lifetime because they haven’t considered how long their assets need to…
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Retirement planning: The 3 main ways you could access your pension
When you give up work, your pension is likely to play a key role in creating an income. So, an essential part of retirement planning…
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