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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: 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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All the winners and losers from the 2024 Spring Budget

With one eye on a forthcoming general election, the chancellor has announced a Budget aimed at generating long-term growth, with “more investment, more jobs, better…
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Your Spring Budget update – the key news from the chancellor’s statement

The 2024/25 tax year is just a month away, and chancellor Jeremy Hunt has delivered his 2024 Spring Budget, outlining the government’s plans for the…
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Investment market update: January 2024

While a new year started, many of the key factors affecting economies and markets in January were the same as those in 2023, namely high…
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A Lasting Power of Attorney could offer protection at every life stage

Naming a Lasting Power of Attorney (LPA) is often associated with the elderly. But it could provide vital protection and peace of mind at every…
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The ups and downs of the FTSE 100 40-year history demonstrates time in the market matters

This year the FTSE 100 index turns 40. Over the last four decades, it’s become a way to measure the health of the UK stock…
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4 excellent reasons you may want to boost your ISA now

If you haven’t used your ISA allowance for the 2023/24 tax year, it could be wise to review your options over the next few weeks…
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