Chadwicks Bimonthly Magazine January Febraury 2020

Welcome to our first edition for 2020. Inside this issue, we feature articles covering a number of different topics to help you successfully grow and protect your wealth.

Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least one New Year’s resolution, but how many of us will actually go on to achieve it? We all have different financial goals and aspirations in life, yet these goals can often seem out of reach. On page 04, if your New Year’s resolutions include giving your financial plans an overhaul, we’ve provided our financial planning tips to help you create a robust financial plan for 2020 and beyond.

Estate planning is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan for how your assets will be distributed upon your death or incapacitation. On page 08, we consider why having an effective estate plan in place will not only help to ensure that those you care about the most will be taken care of when you’re no longer around, but it can also help minimise Inheritance Tax (IHT) liabilities and ensure that assets are transferred in an orderly manner.

It’s a dream for many that after years of hard work, it’s finally time to travel to far-off lands and enjoy retirement without worrying about finances. With milder winters, warmer summers and the potential to get more from your pension pot, it’s not surprising that some people decide to retire abroad. On page 12, read about how, with some planning beforehand, the dream of retiring abroad can become a reality. A full list of the articles featured in this issue appears on page 02.

Financial planning advice that is tailored to your needs

Everyone has unique goals in life, and with professional financial advice and guidance tailored to your needs, we can help you get there. The start of a new year is the perfect time to discuss your financial plans. Please contact us – we look forward to hearing from you.

Share:

Share:

More Posts

Pitfalls Of A Lifetime Trust

By Ruth Heap | HM Legal What is a lifetime trust? A lifetime trust is a vehicle that allows you to transfer your assets into a trust whilst you are alive. You set up the

Chadwicks Bimonthly Magazine May – June 2022

Welcome to our latest edition. Are you fed up with your nine-to-five? There are many factors that can influence when someone decides to retire. For some, it may be based on health reasons, while others

As inflation rises, is it time to invest?

Many people underestimate the damaging effects of low interest and high inflation on their cash savings. A continued period of low interest rates on cash savings and rising inflation could pose a real risk to

Chadwicks Bimonthly Magazine March -April 2022

Welcome to our March/April 2022 magazine. Inside, we look at why now is the time to make sure you protect your wealth. The word ‘inflation’ had barely featured in the market’s vocabulary in the last

Send Us A Message