How much money do you need to stop working? 16th January 2025Reading Time: 4 minutesA common question our clients ask is how much money they will need to stop working. If you are considering when you will be able to retire, you’ll need to…
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Are you missing out on pension tax relief? 9th January 2025Reading Time: 2 minutesAs the 31 January tax deadline approaches, have you factored in pension tax relief? It’s been reported that millions of pounds of higher rate tax relief isn’t being claimed through…
Balance: Wealth Planning: Our 2024 financial planning news round-up 20th December 2024Reading Time: 4 minutesIt’s certainly been a busy year at Balance: Wealth Planning! So, we thought we’d share a round-up of our financial planning news, including updates, charity challenges, and award wins. Let’s…
From dark days to brighter futures: Financial planning lessons inspired by the Winter Solstice 17th December 2024Reading Time: 3 minutesOn 21 December, it will be the shortest day of the year and the longest night. Traditionally, this day symbolises new beginnings with the subsequent return of the light. It’s…