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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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3 valuable pension lessons workers can learn from retirees’ regrets

2 in 5 UK retirees have retirement regrets, according to a Canada Life survey. If you’re saving towards your future, you could…
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How a financial plan could alleviate your inflation worries

The uncertainty of how the cost of living will change during your lifetime can make long-term planning difficult. After all, how can you be certain…
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The value of financial planning: The intangible benefits that could boost your wellbeing

Consider the benefits of financial planning. If the first advantage that comes to mind is the opportunity to grow your wealth, you might be overlooking…
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How to beat the potential harmful effects of “loss aversion” on your wealth

“Loss aversion” is a type of bias that could affect how you manage your finances. It’s a concept that was developed by renowned psychologist Daniel…
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Landlords could end up with larger Capital Gains Tax bill despite Budget cut

In the 2024 Budget, the chancellor announced a cut to the higher rate of Capital Gains Tax (CGT) for residential property, which, on the surface,…
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Investment market update: April 2024

Interest rates and inflation continued to affect markets around the world in April 2024. Read on to find out what else may have affected investment…
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3 useful options you may want to consider when passing on assets to your loved ones

There’s more than one way to pass on wealth to your family. Which option is right for you could depend on a range of factors,…
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4 compelling reasons you might want to consolidate your pension

It’s been more than a decade since auto-enrolment was introduced, and now most workers automatically become members of their employer’s pension scheme. While more people…
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The value of financial planning: 5 fantastic ways tailored advice may help grow your wealth

Financial planning can help you to reach your life goals, and give you and your loved ones security and peace of mind. Over the next…
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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…
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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…
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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…
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