New Year resolutions

Retirement planning: The best New Year’s resolution for 2025 – to get your finances sorted

If you’re looking to make an impact in 2025, why not make a truly life-changing New Year’s resolution this year: to start planning for a comfortable and secure retirement? We look at some key points to consider. Why planning for retirement should be this year’s resolution Another day, another survey revealing a looming retirement crisis.…

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Financial planning: the goose is getting fat, but what about your savings? Seven wealth-building tips to set you up for a positive 2025

Christmas is coming, the goose is getting fat, but what about your savings? Have you managed to build wealth this year? If not, set yourself up for 2025 with these wealth-building strategies. Christmas is coming, the goose is getting fat… The Christmas countdown is well and truly on, bringing with it a chance to pause…

old lady. Thinking about her pension

Financial planning for women: tackling the gender pension gap

The gender pay gap is well documented but there is another gender gap that attracts far less attention: the gender pension gap. As large numbers of women face poverty in retirement, it is even more important than ever to address this issue and promote financial independence for all. Retirement planning: the gender pension gap While…

Financial wellbeing challenge: a handy checklist for your annual review

A regular financial review is crucial to ensure you’re staying on track with your goals and making sound decisions for your future. Conducting an annual review not only helps you evaluate your current financial situation but also empowers you to make adjustments that will enhance your financial wellbeing. By using this comprehensive checklist, you’ll gain…

Medical insurance: Why are my health insurance premiums going up?

Unfortunately, it’s a universal truth that medical insurance premiums are rising. We examine the reasons behind the trend and look at how you can reduce the cost of medical insurance if you really need to.   Medical insurance premiums are rising Unfortunately, it’s a common question for clients at the moment. Medical insurance premiums are…

UK state pension to rise – but don’t rely on it for a comfortable retirement

Last month, the UK government announced an increase to the state pension in April 2025. While any boost is welcome news for eligible retirees, this serves as a timely reminder of the importance of forward planning to ensure a comfortable and secure retirement. Relying solely on the state pension will not be enough to meet…

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Estate planning: Get your will sorted with these 10 easy steps

Writing a will is a key part of the estate planning process and essential for everyone. If you don’t already have one, this handy guide will take you through ten steps to get this important task done. Why write a will Writing a will is an important process to ensure that your assets are distributed…

Retirement

Retirement Planning: Expats are woefully unprepared for retirement, are you one of them?

Has ‘The mañana mentality’ left you unprepared for retirement? Now is the time you need to think about financial planning for when you stop working.   Most expats are woefully unprepared for retirement The sceptical amongst you might think that, as a Retirement Planner, I would say that. However, the statistics back it up, with…