The latest update from BKL Wealth Management is full of insights to help you take your financial planning forward. Topics include Autumn Budget 2024’s potential impact, pensions, tips for working parents, inheritance tax planning and retirement planning.
In this issue:
The cost of early withdrawal from your pension: How retirees are impacting their financial future by accessing pension pots too soon
Pension scams on the rise: Protect your savings! 7.3 million UK adults encountered an attempted scam in the past year
Mastering financial planning: Essential tips for mothers balancing family and finances
Navigating the complexities of inheritance: Should you consider estate planning and gifting for future generations?
Autumn Budget 2024’s potential impact: What it could mean for your finances
Time to revisit your retirement plan? Helping you feel more prepared for this stage of your life
The middle-aged squeeze: Juggling careers, family care and financial pressure amid rising costs and wealth transfers
Could you have been underpaid the state pension? HMRC estimates that affected women could be owed an average of £5,000 each
Read the BKL Wealth Management update here
BKL Wealth Management, our affiliated FCA-regulated company, can help you to understand your financial position and plan ahead in uncertain times. To find out more, or to discuss any of the topics in this newsletter, please get in touch and we’d be happy to arrange a call.
The information contained within this communication does not constitute financial advice and is provided for general information purposes only. BKL Wealth Management shall not be liable for any technical, editorial, typographical or other errors or omissions within the content of this communication.
All wealth management, investment, protection and mortgage advice will be provided by our affiliated FCA registered companies: BKL Wealth Management Limited and Integral Private Finance Services Limited.
BKL Wealth Management Limited is an appointed representative of Vintage Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. FCA number 593380.
Integral Private Finance Services Ltd is an appointed representative of Quilter Mortgage Planning Limited, Registered in England 5372217. Wakefield House, Aspect Park, Pipers Way, Swindon, Wiltshire, SN3 1SA. Quilter Financial Services is a holding company, subsidiaries of which are authorised and regulated by the Financial Conduct Authority.