Jet-Set without regret: Financial planning for your dream holiday 23rd January 2025Reading Time: 4 minutesAt this time of year, many of us yearn for a change of scenery, far away from the UK’s dull grey skies. Due to the annual surge in travel bookings,…
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…
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…
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