These articles help you understand your financial needs and aspirations
The first quarter of 2025 has been anything but steady for global markets. With the arrival of President Donald Trump's new administration in the United States, economic tensions have surged worldwide. Global stock markets have been rattled as sweeping tariffs, intended to bolster the American economy, were introduced. While these measures may aim to stimulate domestic growth, on page 10, we consider their ripple effects that are reshaping global trade, inflation and investor sentiment.
Ten years of pension freedoms
Research reveals worrying trends among savers
New rules of Inheritance Tax on businesses and land
What families need to know and how to plan for the future
Is it time for a financial MOT?
Helping you secure a smoother ride towards a brighter future
Bridging the financial gap across generations
Why planning, talking and taking action now can secure your family’s future
Trump’s tariffs create turbulence in global markets
Remaining focused on established investment principles is essential
Have you lost track of your pension pots?
Step-by-step guide to help you reclaim your lost pensions
Talking to your children about investing
How to prepare the next generation for financial success
How to prepare for retirement
Insights for taking control of your future planning
Investing for your financial future
What savers need to know about UK pensions to make informed choices
How much is enough for your retirement?
The best way to foresee your future is to prepare for it now
Understanding fixed interest investing
Looking for a steady approach to building your portfolio?
The 'secret' to easing an Inheritance Tax burden
A practical solution to a challenge many families could face
Safeguarding investments in a volatile market
Planning for stability by diversifying your investment portfolio
Transferring wealth to the next generation
What to consider when planning your legacy
Planning for life’s most significant milestones
Understanding retirement cash flow modelling
Basic truths about investing
Invest smartly, build your future
What to consider when taking tax-free cash
Make a more informed decision about how best to utilise your pension savings
Is it time to maximise your savings and investments?
Unlocking the secrets of tax-efficient saving with ISAs
Generating an income from retirement savings
Planning for a comfortable, flexible and secure future
How can Millennials save for retirement?
Start early, stay consistent and make time and strategy work for you
Asset allocation
Getting the right blend of investment types in your portfolio
Mind the gap
Why you might need to rethink your retirement savings
Closing the gender gap in investing
Young women need to feel more confident about their financial futures
The UK tax year is a well-structured framework governing tax assessment and collection. It begins on 6 April and runs until 5 April the following year. As we approach the end of the 2024/25 tax year, maximising available opportunities is essential to make the most of your finances. Time is running out to review your plans and fully capitalise on tax-saving options. On page 12, this article explores some key strategies to ensure you finish the tax year in a strong position and make your money work harder for you.
Wealth transfers of financial legacies
Are you among the many families unprepared and lacking structured plans?
‘Grey divorce’
Understanding the financial impacts of divorce over 50
Empowering your retirement savings
Understanding how SIPPs work to help you maximise your retirement investments
Trust in your future
Is now the time to consider protecting and managing your wealth for future generations?
How would you cover some or all of the cost of an Inheritance Tax liability?
Especially when your primary aspiration is to pass on as much wealth as possible to loved ones
Maximising the end of the UK tax year 2024/25
Time is running out to review your plans and fully take advantage of any tax-saving options
It’s good to talk
How to approach financial conversations with older family members
Do you fall into the 60% tax trap?
Making additional pension contributions could mean lowering your effective tax rate
Understanding retirement decisions
The impact of pension lump sums and their long-term implications
Long-term Investing
The optimal time to invest is shaped by your personal goals and circumstances
Dreaming of achieving the lifestyle you want in retirement?
How to maintain your quality of life and pursue the activities and experiences you value most
Long-term later-life care costs
Understanding the options that could alleviate this burden and help you feel more in control
Markets respond unpredictably to rapidly evolving events
Understanding the impact of rising interest rates on investment trusts
Maximising your money
Navigating life’s twists and turns without jeopardising your financial stability
Avoiding financial pitfalls
Recognising common mistakes can help protect your wealth
Visualising life's destination
Helping you stay on track even in unpredictable circumstances
Managing your finances with confidence
Creating a roadmap for realising life's objectives is key
Currency conundrums
What is the impact of exchange rates, and why are they important?
Supporting your grandchildren financially
Providing a financial head start and paving the way for a more secure future
How realistic is your vision for retirement?
Deciding when to retire and being financially ready to sustain that dream are two very different things
Are your capital gains causing you a financial headache?
Without a clear strategy, you might end up paying more tax than necessary
Growing your wealth
Reinvesting dividends can significantly boost your investment returns over the long haul
Disclaimer: Any advice provided to you by City Capital Financial Planning LLP (CCFP) will be strictly an individual arrangement between yourself and CCFP. Bar Council will not be liable for that advice under any circumstance. It is up to you as an individual to be satisfied that the advice you receive is appropriate for you given your particular circumstances.
City Capital Financial Planning LLP is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority under FRN 197107.
The information and content of this website is subject to the UK regulatory regime and is intended for UK consumers only. The FCA does not regulate some forms of mortgages and tax planning advice.
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