Financial Planning
Financial tips for young adults: some of the key tricks to help secure a stable future
A little bit of planning, self-discipline and knowing the ‘dos and don’ts’ can go a long way towards being able to successfully manage your money.
The Garretts – a multi-generational farming family invested in their financial future
We spoke with Roger and Tina Garrett about how Alan Boswell Financial Planners assist them with their personal pensions and employee benefits.
Guide to children's pensions
Children’s pensions enable parents, grandparents, and guardians to contribute towards the financial security of the next generation. Here’s how a child’s pension works, the pros and cons, and how much it could be worth.
Guide to pension consolidation
Pension consolidation can make it easier to manage various pension pots but there are drawbacks too. We set out the pros and cons of consolidating your pensions and how you can decide whether it’s right for you.
What can you do to reduce the impact of inflation on your personal finances?
What is inflation and how does it impact personal finances? In this guide we take a look at the current situation and ways to reduce the impact of inflation on your personal finances.
Guide to pension death benefits and succession planning
Personal pensions are an integral part of succession planning. This guide looks at the complexities of pensions and explores how they can be valuable assets to the loved ones you leave behind.
SIPPs: Your guide to Self Invested Personal Pensions
What is a SIPP, and is it the best option for you to plan for your retirement? Managing your own pension has become increasingly popular in recent years, but you need to have the confidence and time to do so.
Guide to maximum pension contributions
What’s the maximum tax-free pension contribution, and how does it affect high earners?
Guide to ESG investing
Businesses and individuals all across the country are taking steps to make more sustainable and environmentally friendly choices. In this guide, we look at how ESG investing works and how you can incorporate ESG into your wealth management strategy
Who pays Capital Gains Tax?
Do you know how many people pay CGT in the UK? HMRC has released some revealing research.
Using your pension to invest in commercial property
Investing in commercial property can be beneficial if you’re a business owner, as you’ll have premises for your company plus regular payments into your pension.