Posts by happyplanet

Retirement planning: The importance of setting out your lifestyle goals

Investment market update: December 2023

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

Why general elections in 2024 could lead to volatile investment markets

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

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

Retirement planning: Should you consider a phased retirement?

Investment market update November 2023

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

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

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