Guide to Financial Planning for the New Year
Take stock of your financial situation and plot a course for your future wealth and security

Published January 2024

Fully personalised 38-page digital consumer-facing guide. The start of a new year is an excellent time to take stock of your financial situation and plot a course for your future wealth and security. This guide is designed to help you do just that.

For many, the new year brings a list of resolutions aimed at self-improvement. If you haven’t already done so this year, why not change your routine and focus on improving your financial health? Adding monetary objectives to your list gives you a clear direction for your financial journey, making it easier to plan and make informed decisions about your money.

Before you can move forward, it’s crucial to understand where you’ve been. Reflecting on your budgeting from the previous year can help you identify areas of strength and weakness. Understanding your past financial behaviours lets you decide where to direct your efforts in the upcoming year.

This guide will provide strategies and information to help you set financial goals and create a plan that will lead you toward financial success. So, let’s usher in the new year with a commitment to financial prosperity and security. Here’s to a year of achievement and progress towards your financial goals!

CONTENTS

Time to consider your financial resolutions?
Plan your financial blueprint for 2024 and beyond

Financial goals are not one-size-fits-all
Shaping your future financial security and independence

Money management
One of the most critical challenges many families grapple with today

Personal tax planning
Understanding the system and taking proactive steps to minimise liabilities

Wealth creation
Are you aiming for income, growth or a combination of both?

Financial aspirations
10 fundamental principles every investor should adhere to

Five-year retirement countdown
A period of reflection and meticulous planning

Cultivating and safeguarding your pension
How to utilise your pension pot doesn’t have just one ‘correct’ approach

Financial protection
‘What if’ is vital to financial planning and your future security

Long-term care
Inevitability of ageing and what to consider

Estate management
Curating a plan for the tax-efficient allocation of your assets

Smooth transition of assets to the next generation
When is the opportune time to transfer my wealth?

Financially empowering your grandchildren
How to give them a start in life to carve out their own path

Early planning for Inheritance Tax
Safeguarding as much of your wealth as possible for when you’re no longer around

Making a Will
Safeguard your intentions and offer a clear guide for allocating your assets

Lasting Power of Attorney
Giving someone you trust authority to help you make decisions

How to use
Ideal for generating new retirement, investment and protection planning business opportunities: Upload to your website; use content on your blog, email to clients and prospective clients, and use on your social media channels. For existing clients, we’ll use approved personalisation artwork. Our Client Services Team will contact you to provide a high-resolution artwork file (300 dpi or higher).

Order now, fully personalised, for just £597.00

View Preview