Posts by happyplanet

Retirement planning: The importance of setting out your lifestyle goals

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Investment market update: December 2023

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How to secure a competitive interest rate to cut your mortgage costs

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Why general elections in 2024 could lead to volatile investment markets

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“Stealth taxes” will push more than 3 million workers into a higher Income Tax bracket by 2029

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The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?

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Retirement planning: Should you consider a phased retirement?

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Investment market update November 2023

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How overpaying your mortgage could save you money in the long term

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5 useful gifting allowances that could help you pass on wealth tax-efficiently this Christmas

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Cost vs value: What’s the difference when you’re making a financial plan?

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2 Autumn Statement announcements you may have missed that could simplify your finances

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