Posts by happyplanet

Investment market update: May 2025

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Could Labour break a “50-year tax taboo” to cut borrowing?

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How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill

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The Thursday Murder Club’s guide to retiring well

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The simple step that could boost your annuity income in retirement

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Why defining “financial freedom” could help you achieve it

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5 shrewd ways to avoid paying tax on your savings

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Why the best legacy could be passing on your financial wisdom

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4 useful insights from a decade of Pension Freedoms

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Key financial planning challenges couples face and how we could solve them

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The surprising money lesson you could discover in the pages of The Great Gatsby

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Why investor fear and anxiety play a role in market volatility

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Happy Planet Financial Planning
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