New Year’s Resolutions

January 15th, 2016, by Stephen Hughes

January is a month we focus on our objectives for the year ahead. In this blog we cover 10 basic financial planning areas to give consideration to at the start of 2016.

Assess your life cover and protection needs, review your investments, review your existing pensions, pay into a pension, make third party pension contributions for loved ones, use your ISA allowances, use your capital gains tax exemptions, review ownership of assets, consider other tax incentivised saving schemes – EIS and VCTs and review your estate planning and inheritance tax.

Read Steve’s post in full here