Welcome to our latest September/October 2025 edition.

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Featured in this issue:

 

Government considers Inheritance Tax reforms

Tightening gift-giving regulations is among the measures being considered

 

Evolution of bonds

Increasing awareness of intergenerational wealth transfer

 

Unlocking financial freedom

Save, invest and grow your wealth for a secure future

 

Is it time to invest in your grandchildren's future? 

Protect their future with strategic planning to leave a lasting legacy

 

How Chancellor Rachel Reeves could increase taxes

Discover what the Autumn Budget could mean for workers and pensioners

 

Why protection matters

Do you have a safety net for you and your loved ones in case the unforeseen happens?

 

Passing on wealth through trusts 

Is it the right moment to begin safeguarding your wealth for the future?

 

Do you have multiple pension pots to keep track of?

When leaving a job, how to stay updated on your retirement savings

 

How remaining invested supports long-term growth

Unlocking the potential of your investments and securing your financial future

 

Show me the money

£102.3 billion withdrawn flexibly from pension pots since 2015

 

Is the lifetime gifting cap raising concerns?

Proposed policy would fundamentally change how wealth is transferred across generations

 

Pension myths exposed

Distinguishing fact from fiction to fully utilise opportunities and secure your future

 

Love and money

Are you in a ‘financial situationship’? 

 

Planning for early retirement

Is it time to move forward towards your financial freedom?

 

Breaking free from geopolitical noise

Why long-term portfolio success depends on strategy, not global headlines

 

Protect your retirement plans by investing more today

Why larger pension contributions can have a significant impact

 

Mind the divorce gap

Research highlights the financial challenges faced by women

 

Safeguarding against scams

Common frauds and how to protect yourself

 

How to increase your State Pension  

Taking action now can significantly enhance your future financial security

 

Should annuities be included in retirement plans?

Protect against the risk of outliving your savings with a steady income

 

Why should you invest in an ISA this year?

Acting sooner significantly improves your chances of achieving financial goals

 

Rising financial pressures

A stagnation in personal financial safety nets

 

Cash Flow Modelling: Planning your financial future

Master your finances and bring clarity and control to make informed decisions

 

Build a brighter, more secure future

Financial independence remains out of reach for 6 million people in the UK 

 

Are you a pension planner or a procrastinator?

Why preparing for retirement has never been more crucial

 

As always, if you have any questions regarding any of these articles or would like to discuss your financial future, please do get in touch on 023 80848410 or email enquiries@oysterfinancialplanning.co.uk