Financial Planning
Financial tips for young adults: some of the key tricks to help secure a stable future
Personal financial planning for the future might not be on your list of priorities, but developing good habits early on can help you save more in the long term. To help you plan for a brighter financial future, here are our top money tips.
The Garretts – a multi-generational farming family invested in their financial future
We spoke with Roger and Tina Garrett about how Alan Boswell Financial Planners assist them with their personal pensions and employee benefits.
Guide to pension consolidation
Thinking about pension consolidation? Learn about the benefits, risks, and how to avoid costly mistakes.
How inflation affects your personal wealth (and how to protect it)
Inflation doesn’t just affect what we buy; it also impacts savings, so what you have in the bank now might not be worth the same in five or ten years’ time. In this article, we explain how inflation can erode your hard-earned savings and look at ways to protect the wealth you’ve accrued.
Guide to pension death benefits and succession planning
Personal pensions are an integral part of succession planning. This guide looks at the complexities of pensions and explores how they can be valuable assets to the loved ones you leave behind.
Employer’s guide to salary exchange pensions
Learn how salary exchange pensions work, how employers and employees save tax and NI, and what the April 2029 NI cap means for your benefits strategy.
SIPPs: Your guide to Self Invested Personal Pensions
What is a SIPP, and is it the best option for you to plan for your retirement? Managing your own pension has become increasingly popular in recent years, but you need to have the confidence and time to do so.
Guide to maximum pension contributions
What’s the maximum tax-free pension contribution, and how does it affect high earners?
Guide to ESG investing
Businesses and individuals all across the country are taking steps to make more sustainable and environmentally friendly choices. In this guide, we look at how ESG investing works and how you can incorporate ESG into your wealth management strategy
Who pays Capital Gains Tax?
Do you know how many people pay CGT in the UK? HMRC has released some revealing research.
Using your pension to invest in commercial property
Investing in commercial property can be beneficial if you’re a business owner, as you’ll have premises for your company plus regular payments into your pension.