Oysters Spring Financial Magazine 2022

8th March 2022

Invest your way out of inflation - Why now is the time to make sure that you protect your wealth

 

Welcome to our latest Oyster March/April 2022 edition. 

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Articles featured in this issue:

Getting ready to retire?
Bolstering your retirement lifestyle as you approach retirement 

Invest your way out of inflation
Why now is the time to make sure you protect your wealth

Looking to build a bigger pension?
Don’t miss the deadline to give your pension savings a boost

Improving your financial health
Staying on track to achieving specific financial goals

How much do I need to save to retire?
Questions to help you live your best life in later life

‘Time is money’
5 principles of investing everyone should know

Pension freedoms
You work, you save and then you retire

Investment choices
Behavioural patterns shaping our way of investing, for better or worse

Cost-of-living crunch
Savers still recognise the importance of long-term planning

Disrupting social plans leads to savings surge
Britons saved almost £4bn as a result of the Omicron variant

‘Job for life’ a thing of the past
Most Millennials and Gen Z have two or more pension pots

Roadmap for investors
Increased confidence portfolios will perform well in 2022

Will I be able to retire when I want to?
Financial planning and advice for the ‘unretired'

Inheritance Tax
What will your legacy look like?

How confident are you about your retirement?
Hopes, fears and aspirations of people approaching and in retirement

Smart money habits
Best practice, smart money habits

Extending the scope of the trust register
Deadline for non-taxable trust registrations announced

Unlocking cash from the value of your home
Homeowners release a record-breaking £4.4bn in property wealth

Looking to make the most of tomorrow by planning today?

Your wealth needs to serve you differently at different stages of your life. Find out how we can help you make the most of tomorrow by planning today. To discuss how we can help, please contact us.
 

Kind regards

Michael, Donna & Lisa

Oysters Guide to making the most of your financial future image

Oysters Guide to making the most of your financial future

It’s not surprising that the world of investing can seem complex, especially in the current global economic climate. Investors face an endless supply of market news, many investment choices and often-changing market conditions. There are a number of key p

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10th Charity Golf Day Results

A revolution in family law finally removes the need for blame as a basis for divorce. No one enters into marriage expecting it to end in divorce. However, it happens for many couples.    It can be an emotionally charged time but there are things you can d

Divorce. Be financially smart

During our working lives with sleep and work hours we can expend a lot of the 168 hours, add in family time, hobbies, some learning and social time you will probably fill the 168 hours quite easily by balancing all of the above to suit you.    Will this b

168 hours a week even in retirement

Oysters Guide to Estate Preservation - What will your legacy look like?

Oysters Guide to Estate Preservation

Building financial wealth.  Six tried and trusted principles to help you reach your investment goals.

Oysters Guide to Building Financial Wealth

Navigating the cost of living crisis.  How you can keep the cost of bills down while inflation is high

Navigating the cost of living crisis

SO45 Charity golf day 10th year.  Can we reach our goal of 100k in our tenth year?

SO45 Charity Golf Day 10th Year

Fed up with you nine-five? Sixty is the most popular age to retire.   We know you’ll have different priorities for your wealth at different points in your life. Whatever your financial aims, we can help you achieve them.

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Some changes you can predict, while others you simply cannot.  But that doesn't mean you can't have a plan in place to help mitigate the impacts and protect your wealth, should something change in your life, like your career, your health or even your fami

Guide to Financial Protection

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A Guide to smoothing out financial market volatility

Invest your way out of inflation - Why now is the time to make sure that you protect your wealth

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Save Now Buy Later

2021/22 tax year-end planning

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Michael Osman 25 years as a financial adviser

25 years as a financial adviser

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The State Pension

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Cheque Presentation to The Waterside Cancer Centre image

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SO45 CHARITY GOLF DAY - Wessex Cancer Trust image

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