Welcome to our latest issue. We hope you find it insightful and that it offers fresh perspectives on topics you may be exploring. Our goal is to ensure every aspect of your financial wellbeing aligns seamlessly with your life goals, family priorities, and future aspirations.

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Featured in this issue:

Long-term investing

Geopolitical concerns and the importance of staying the course

‘Unretiring' is reshaping our understanding of later life

Has the financial reality of retirement fallen short of expectations?

 

Protect your life insurance payout from Inheritance Tax

An increasing number of estates are falling within the tax net every year

 

Taking charge of your retirement

Empowering your future with greater pension freedom

 

Pensions and Inheritance Tax: Big changes coming in 2027

Understanding how removing the pensions exemption could affect your legacy

 

Making the most of the new tax year

Give your investments a head start and future-proof your finances

 

Navigating the dividend tax rises in 2026

How to safeguard your investment income from higher tax rates

 

Your health could be the key to a larger pension

Maximise your pension by sharing your health story

 

Protecting your pension from rising prices

How to safeguard your future against rising costs

 

Plan today, protect tomorrow

Secure your legacy so your loved ones can thrive for generations to come

 

Secure income and protect your wealth

Balance dividends and bonds for steady growth and stability

 

Looking to pass your assets on to the next generation?

Asking the right questions that align with your specific financial goals

 

Global tensions escalate

UK braces for inflationary pressures, supply chain challenges and rising costs of living

 

How to approach risk as an investor

Understanding risk tolerance and the capacity to make smarter investment decisions

 

Your roadmap to a successful retirement transition

Have you planned your timeline, lifestyle and finances for when you stop working?

 

Breaking the silence: Tackling Britain's money taboo

Why talking about money boosts wellbeing, relationships and financial futures

 

Take control of your financial future

Building a solid retirement plan to navigate life’s uncertainties

 

Bridging the confidence gap in dementia care

It's time to break the silence and build a support system

 

Rethinking retirement

Research highlights why retirees are choosing income security over risk

 

Navigating your finances through a divorce

Taking the right initial steps lays the foundation for a fair settlement

 

The optimal time to pass on your wealth

Making a significant difference to your family's financial wellbeing

 

Wealth planning tailored to your future

 

If you'd like to learn more or schedule a meeting, we’d be happy to assist. Please get in touch with us. You can email enquiries@oysterfinancialplanning.co.uk or call us on 023 80848410